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 | $267,387 | $105,860+152.6% | $90,749+194.6% | $134,475+98.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.97% | -11.01%-8.0pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,523 | $3,462-27.1% | $2,921-13.6% | $4,740-46.8% |
| Participant deferral / active EE | $6,213 | $5,216+19.1% | $4,564+36.1% | $6,400-2.9% |
| Admin fee / account holder | $8,858 | $13,938-36.4% | $8,445+4.9% | $11,426-22.5% |