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 | $263,460 | $95,862+174.8% | $79,550+231.2% | $134,475+95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.93% | -2.69%-13.2pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,867 | $3,128+23.6% | $2,413+60.2% | $4,740-18.4% |
| Participant deferral / active EE | $21,667 | $4,693+361.7% | $3,985+443.7% | $6,400+238.6% |
| Admin fee / account holder | $4,169 | $9,126-54.3% | $6,832-39.0% | $11,426-63.5% |