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 | $258,645 | $142,344+81.7% | $119,609+116.2% | $134,475+92.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.22% | -12.44%-6.8pp | -14.97%-4.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,770 | $5,222-66.1% | $4,232-58.2% | $4,740-62.7% |
| Participant deferral / active EE | $3,264 | $6,469-49.5% | $5,602-41.7% | $6,400-49.0% |
| Admin fee / account holder | $4,157 | $13,584-69.4% | $10,323-59.7% | $11,426-63.6% |