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 | $289,723 | $100,754+187.6% | $86,677+234.3% | $134,475+115.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -10.90% | 29.04%-39.9pp | 35.91%-46.8pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,835 | $3,489-47.4% | $2,836-35.3% | $4,740-61.3% |
| Participant deferral / active EE | $13,148 | $5,338+146.3% | $4,656+182.4% | $6,400+105.4% |
| Admin fee / account holder | $560,035 | $10,926+5025.6% | $7,493+7373.9% | $11,426+4801.5% |