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 | $340,900 | $167,307+103.8% | $143,757+137.1% | $134,475+153.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $8,517 | $5,619+51.6% | $4,951+72.0% | $4,740+79.7% |
| Participant deferral / active EE | $15,191 | $6,446+135.7% | $5,637+169.5% | $6,400+137.4% |
| Admin fee / account holder | $4,556 | $18,088-74.8% | $14,673-68.9% | $11,426-60.1% |