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 | $310,656 | $82,286+277.5% | $68,791+351.6% | $134,475+131.0% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -15.09% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,706 | $3,301-48.3% | $2,655-35.8% | $4,740-64.0% |
| Participant deferral / active EE | $14,340 | $4,739+202.6% | $3,941+263.9% | $6,400+124.1% |
| Admin fee / account holder | $25,892 | $6,481+299.5% | $4,932+425.0% | $11,426+126.6% |