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 | $262,545 | $93,024+182.2% | $77,024+240.9% | $134,475+95.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -13.96% | 62.60%-76.6pp | 42.32%-56.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,012 | $3,418+17.4% | $2,812+42.7% | $4,740-15.3% |
| Participant deferral / active EE | $9,487 | $5,238+81.1% | $4,426+114.3% | $6,400+48.2% |
| Admin fee / account holder | $10,121 | $6,944+45.8% | $5,425+86.5% | $11,426-11.4% |