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 | $363,792 | $110,094+230.4% | $151,611+140.0% | $68,494+431.1% |
| Participation rate | 98.2% | 84.0%+14.3pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -17.50% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $12,329 | $4,471+175.8% | $6,166+99.9% | $2,596+374.9% |
| Participant deferral / active EE | $10,693 | $6,527+63.8% | $8,363+27.9% | $4,027+165.5% |
| Admin fee / account holder | $3,385 | $7,719-56.1% | $11,616-70.9% | $5,403-37.4% |