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 | $266,544 | $92,222+189.0% | $76,768+247.2% | $135,375+96.9% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.14% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,945 | $3,216-39.5% | $2,485-21.7% | $4,779-59.3% |
| Participant deferral / active EE | $7,764 | $4,509+72.2% | $3,852+101.6% | $5,609+38.4% |
| Admin fee / account holder | $82,162 | $10,748+664.4% | $6,675+1130.9% | $10,827+658.9% |