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 | $443,809 | $138,065+221.4% | $123,544+259.2% | $135,375+227.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.10% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,634 | $5,151-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $10,624 | $6,799+56.3% | $6,426+65.3% | $5,609+89.4% |
| Admin fee / account holder | $18,893 | $10,916+73.1% | $9,284+103.5% | $10,827+74.5% |