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 9-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 | $415,819 | $167,307+148.5% | $143,757+189.3% | $134,475+209.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.40% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $7,949 | $5,619+41.5% | $4,951+60.5% | $4,740+67.7% |
| Participant deferral / active EE | $5,295 | $6,446-17.8% | $5,637-6.1% | $6,400-17.3% |
| Admin fee / account holder | $8,096 | $18,088-55.2% | $14,673-44.8% | $11,426-29.1% |