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 | $256,621 | $133,958+91.6% | $112,228+128.7% | $134,475+90.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.18% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,275 | $4,038-68.4% | $3,635-64.9% | $4,740-73.1% |
| Participant deferral / active EE | $5,338 | $5,291+0.9% | $4,728+12.9% | $6,400-16.6% |
| Admin fee / account holder | $845 | $7,489-88.7% | $6,410-86.8% | $11,426-92.6% |