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 | $370,101 | $95,862+286.1% | $79,550+365.2% | $134,475+175.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.89% | -2.69%-4.2pp | 0.16%-7.1pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,236 | $3,128-28.5% | $2,413-7.3% | $4,740-52.8% |
| Participant deferral / active EE | $9,365 | $4,693+99.6% | $3,985+135.0% | $6,400+46.3% |
| Admin fee / account holder | $30,968 | $9,126+239.3% | $6,832+353.2% | $11,426+171.0% |