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 | $291,411 | $142,344+104.7% | $119,609+143.6% | $134,475+116.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,880 | $5,222+70.1% | $4,232+109.8% | $4,740+87.4% |
| Participant deferral / active EE | $10,470 | $6,469+61.8% | $5,602+86.9% | $6,400+63.6% |
| Admin fee / account holder | $9,696 | $13,584-28.6% | $10,323-6.1% | $11,426-15.1% |