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 | $267,700 | $100,754+165.7% | $86,677+208.8% | $134,475+99.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.65% | 29.04%-36.7pp | 35.91%-43.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,644 | $3,489-24.2% | $2,836-6.8% | $4,740-44.2% |
| Participant deferral / active EE | $10,212 | $5,338+91.3% | $4,656+119.4% | $6,400+59.6% |
| Admin fee / account holder | $6,971 | $10,926-36.2% | $7,493-7.0% | $11,426-39.0% |