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 | $274,687 | $95,862+186.5% | $79,550+245.3% | $134,475+104.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.41% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,384 | $3,128-23.8% | $2,413-1.2% | $4,740-49.7% |
| Participant deferral / active EE | $7,273 | $4,693+55.0% | $3,985+82.5% | $6,400+13.7% |
| Admin fee / account holder | $147,464 | $9,126+1515.8% | $6,832+2058.3% | $11,426+1190.6% |