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 | $282,457 | $129,942+117.4% | $104,294+170.8% | $134,475+110.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.65% | 42.03%-58.7pp | 24.61%-41.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,781 | $4,184-9.6% | $3,372+12.1% | $4,740-20.2% |
| Participant deferral / active EE | $3,990 | $5,588-28.6% | $4,625-13.7% | $6,400-37.7% |
| Admin fee / account holder | $22,869 | $9,323+145.3% | $7,339+211.6% | $11,426+100.2% |