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 | $296,331 | $167,307+77.1% | $143,757+106.1% | $134,475+120.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.14% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,645 | $5,619-52.9% | $4,951-46.6% | $4,740-44.2% |
| Participant deferral / active EE | $11,931 | $6,446+85.1% | $5,637+111.6% | $6,400+86.4% |
| Admin fee / account holder | $2,192 | $18,088-87.9% | $14,673-85.1% | $11,426-80.8% |