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 | $311,092 | $142,344+118.5% | $119,609+160.1% | $134,475+131.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | -12.44%+1.7pp | -14.97%+4.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $5,029 | $5,222-3.7% | $4,232+18.8% | $4,740+6.1% |
| Participant deferral / active EE | $12,260 | $6,469+89.5% | $5,602+118.9% | $6,400+91.6% |
| Admin fee / account holder | $198,745 | $13,584+1363.1% | $10,323+1825.2% | $11,426+1639.4% |