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 | $315,232 | $175,600+79.5% | $129,110+144.2% | $134,475+134.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -12.73% | -11.39%-1.3pp | -10.94%-1.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,873 | $6,355-23.3% | $5,052-3.5% | $4,740+2.8% |
| Participant deferral / active EE | $7,544 | $7,975-5.4% | $6,542+15.3% | $6,400+17.9% |
| Admin fee / account holder | $28,079 | $23,567+19.1% | $14,302+96.3% | $11,426+145.7% |