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 | $308,903 | $167,307+84.6% | $143,757+114.9% | $134,475+129.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.75% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $19,821 | $5,619+252.7% | $4,951+300.3% | $4,740+318.2% |
| Participant deferral / active EE | $2,167 | $6,446-66.4% | $5,637-61.6% | $6,400-66.1% |
| Admin fee / account holder | $6,961 | $18,088-61.5% | $14,673-52.6% | $11,426-39.1% |