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 | $358,520 | $127,386+181.4% | $115,037+211.7% | $125,391+185.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.31% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,947 | $5,166-23.6% | $4,608-14.4% | $4,866-18.9% |
| Participant deferral / active EE | $10,340 | $6,423+61.0% | $6,026+71.6% | $5,352+93.2% |
| Admin fee / account holder | $385 | $9,516-96.0% | $8,175-95.3% | $9,540-96.0% |