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 | $269,886 | $95,862+181.5% | $79,550+239.3% | $134,475+100.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.15% | -2.69%-5.5pp | 0.16%-8.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $1,745 | $3,128-44.2% | $2,413-27.7% | $4,740-63.2% |
| Participant deferral / active EE | $8,609 | $4,693+83.4% | $3,985+116.0% | $6,400+34.5% |
| Admin fee / account holder | $1,263 | $9,126-86.2% | $6,832-81.5% | $11,426-88.9% |