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 | $355,054 | $133,958+165.0% | $112,228+216.4% | $134,475+164.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -10.46% | 47.11%-57.6pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $3,217 | $4,038-20.3% | $3,635-11.5% | $4,740-32.1% |
| Participant deferral / active EE | $10,400 | $5,291+96.6% | $4,728+120.0% | $6,400+62.5% |
| Admin fee / account holder | $24,832 | $7,489+231.6% | $6,410+287.4% | $11,426+117.3% |