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 | $308,821 | $167,307+84.6% | $143,757+114.8% | $134,475+129.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.92% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $8,573 | $5,619+52.6% | $4,951+73.2% | $4,740+80.9% |
| Participant deferral / active EE | $9,034 | $6,446+40.2% | $5,637+60.3% | $6,400+41.2% |
| Admin fee / account holder | $44,426 | $18,088+145.6% | $14,673+202.8% | $11,426+288.8% |