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 | $307,665 | $167,307+83.9% | $143,757+114.0% | $134,475+128.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,918 | $5,619-48.1% | $4,951-41.1% | $4,740-38.4% |
| Participant deferral / active EE | $2,470 | $6,446-61.7% | $5,637-56.2% | $6,400-61.4% |
| Admin fee / account holder | $54,139 | $18,088+199.3% | $14,673+269.0% | $11,426+373.8% |