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 | $439,725 | $142,344+208.9% | $119,609+267.6% | $134,475+227.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.32% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,055 | $5,222-22.3% | $4,232-4.2% | $4,740-14.4% |
| Participant deferral / active EE | $8,776 | $6,469+35.7% | $5,602+56.7% | $6,400+37.1% |
| Admin fee / account holder | $3,489 | $13,584-74.3% | $10,323-66.2% | $11,426-69.5% |