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 | $405,807 | $93,024+336.2% | $77,024+426.9% | $134,475+201.8% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -16.87% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,334 | $3,418+114.6% | $2,812+160.8% | $4,740+54.7% |
| Participant deferral / active EE | $12,040 | $5,238+129.9% | $4,426+172.0% | $6,400+88.1% |
| Admin fee / account holder | $2,121 | $6,944-69.5% | $5,425-60.9% | $11,426-81.4% |