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 | $267,616 | $142,344+88.0% | $119,609+123.7% | $134,475+99.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.65% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,323 | $5,222+40.2% | $4,232+73.1% | $4,740+54.5% |
| Participant deferral / active EE | $15,639 | $6,469+141.7% | $5,602+179.2% | $6,400+144.4% |
| Admin fee / account holder | $3,339 | $13,584-75.4% | $10,323-67.7% | $11,426-70.8% |