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 | $264,151 | $90,590+191.6% | $90,782+191.0% | $135,375+95.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.79% | -3.40%-5.4pp | -3.42%-5.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,419 | $4,352-67.4% | $4,105-65.4% | $4,779-70.3% |
| Participant deferral / active EE | $12,367 | $5,407+128.7% | $5,366+130.5% | $5,609+120.5% |
| Admin fee / account holder | $6,033 | $7,683-21.5% | $5,908+2.1% | $10,827-44.3% |