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 | $366,609 | $138,065+165.5% | $123,544+196.7% | $135,375+170.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.65% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $14,260 | $5,151+176.8% | $4,628+208.1% | $4,779+198.4% |
| Participant deferral / active EE | $10,639 | $6,799+56.5% | $6,426+65.6% | $5,609+89.7% |
| Admin fee / account holder | $13,267 | $10,916+21.5% | $9,284+42.9% | $10,827+22.5% |