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 | $339,335 | $138,065+145.8% | $123,544+174.7% | $135,375+150.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,941 | $5,151-23.5% | $4,628-14.9% | $4,779-17.5% |
| Participant deferral / active EE | $6,903 | $6,799+1.5% | $6,426+7.4% | $5,609+23.1% |
| Admin fee / account holder | $3,093 | $10,916-71.7% | $9,284-66.7% | $10,827-71.4% |