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 | $282,951 | $93,024+204.2% | $77,024+267.4% | $134,475+110.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -16.87% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,548 | $3,418+3.8% | $2,812+26.2% | $4,740-25.1% |
| Participant deferral / active EE | $8,566 | $5,238+63.5% | $4,426+93.5% | $6,400+33.8% |
| Admin fee / account holder | $34,678 | $6,944+399.4% | $5,425+539.2% | $11,426+203.5% |