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 | $251,304 | $100,754+149.4% | $86,677+189.9% | $134,475+86.9% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -15.71% | 29.04%-44.7pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,416 | $3,489-30.8% | $2,836-14.8% | $4,740-49.0% |
| Participant deferral / active EE | $7,050 | $5,338+32.1% | $4,656+51.4% | $6,400+10.2% |
| Admin fee / account holder | $1,473 | $10,926-86.5% | $7,493-80.3% | $11,426-87.1% |