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 | $516,177 | $133,958+285.3% | $112,228+359.9% | $134,475+283.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -10.48% | 47.11%-57.6pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $5,376 | $4,038+33.1% | $3,635+47.9% | $4,740+13.4% |
| Participant deferral / active EE | $15,554 | $5,291+194.0% | $4,728+229.0% | $6,400+143.0% |
| Admin fee / account holder | $18,729 | $7,489+150.1% | $6,410+192.2% | $11,426+63.9% |