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 | $254,846 | $82,664+208.3% | $125,339+103.3% | $68,494+272.1% |
| Participation rate | 74.3% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -17.22% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,210 | $3,381+24.5% | $4,814-12.5% | $2,596+62.2% |
| Participant deferral / active EE | $11,261 | $6,110+84.3% | $7,446+51.2% | $4,027+179.6% |
| Admin fee / account holder | $8,703 | $6,275+38.7% | $10,010-13.1% | $5,403+61.1% |