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 | $438,025 | $142,344+207.7% | $119,609+266.2% | $134,475+225.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.26% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,853 | $5,222-64.5% | $4,232-56.2% | $4,740-60.9% |
| Participant deferral / active EE | $6,284 | $6,469-2.9% | $5,602+12.2% | $6,400-1.8% |
| Admin fee / account holder | $92,623 | $13,584+581.9% | $10,323+797.2% | $11,426+710.6% |