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 | $334,851 | $93,024+260.0% | $77,024+334.7% | $134,475+149.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.62% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,084 | $3,418+136.5% | $2,812+187.5% | $4,740+70.6% |
| Participant deferral / active EE | $4,831 | $5,238-7.8% | $4,426+9.1% | $6,400-24.5% |
| Admin fee / account holder | $3,436 | $6,944-50.5% | $5,425-36.7% | $11,426-69.9% |