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 | $328,331 | $57,354+472.5% | $83,848+291.6% | $64,186+411.5% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | -7.34% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,951 | $2,545+15.9% | $3,631-18.7% | $2,381+23.9% |
| Participant deferral / active EE | $10,335 | $2,993+245.3% | $4,082+153.2% | $3,470+197.9% |
| Admin fee / account holder | $2,047 | $4,046-49.4% | $5,478-62.6% | $4,888-58.1% |