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 | $355,086 | $167,307+112.2% | $143,757+147.0% | $134,475+164.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,735 | $5,619-33.5% | $4,951-24.6% | $4,740-21.2% |
| Participant deferral / active EE | $13,900 | $6,446+115.6% | $5,637+146.6% | $6,400+117.2% |
| Admin fee / account holder | $6,163 | $18,088-65.9% | $14,673-58.0% | $11,426-46.1% |