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 | $298,584 | $142,344+109.8% | $119,609+149.6% | $134,475+122.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | -12.44%+0.6pp | -14.97%+3.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,548 | $5,222-51.2% | $4,232-39.8% | $4,740-46.2% |
| Participant deferral / active EE | $13,186 | $6,469+103.8% | $5,602+135.4% | $6,400+106.0% |
| Admin fee / account holder | $7,054 | $13,584-48.1% | $10,323-31.7% | $11,426-38.3% |