See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,003 | $100,754+206.7% | $86,677+256.5% | $134,475+129.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -19.40% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $9,930 | $3,489+184.6% | $2,836+250.1% | $4,740+109.5% |
| Participant deferral / active EE | $2,786 | $5,338-47.8% | $4,656-40.2% | $6,400-56.5% |
| Admin fee / account holder | $5,455 | $10,926-50.1% | $7,493-27.2% | $11,426-52.3% |