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 | $282,068 | $138,065+104.3% | $123,544+128.3% | $135,375+108.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.56% | 153.68%-162.2pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,862 | $5,151-44.4% | $4,628-38.2% | $4,779-40.1% |
| Participant deferral / active EE | $9,173 | $6,799+34.9% | $6,426+42.8% | $5,609+63.5% |
| Admin fee / account holder | $2,926 | $10,916-73.2% | $9,284-68.5% | $10,827-73.0% |