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 | $333,715 | $133,958+149.1% | $112,228+197.4% | $134,475+148.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -15.44% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $18,008 | $4,038+346.0% | $3,635+395.5% | $4,740+279.9% |
| Participant deferral / active EE | $14,773 | $5,291+179.2% | $4,728+212.5% | $6,400+130.8% |
| Admin fee / account holder | $15,402 | $7,489+105.7% | $6,410+140.3% | $11,426+34.8% |