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 | $256,489 | $59,805+328.9% | $79,550+222.4% | $68,494+274.5% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -18.65% | -12.30%-6.4pp | 0.16%-18.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $9,121 | $1,505+506.1% | $2,413+278.0% | $2,596+251.3% |
| Participant deferral / active EE | $7,486 | $3,024+147.5% | $3,985+87.9% | $4,027+85.9% |
| Admin fee / account holder | $48,798 | $4,835+909.3% | $6,832+614.2% | $5,403+803.2% |