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 | $372,227 | $105,860+251.6% | $90,749+310.2% | $134,475+176.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.29% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,794 | $3,462-48.2% | $2,921-38.6% | $4,740-62.1% |
| Participant deferral / active EE | $2,097 | $5,216-59.8% | $4,564-54.1% | $6,400-67.2% |
| Admin fee / account holder | $4,965 | $13,938-64.4% | $8,445-41.2% | $11,426-56.5% |