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 | $285,011 | $76,000+275.0% | $154,107+84.9% | $64,186+344.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.05% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,449 | $3,351-56.7% | $5,298-72.6% | $2,381-39.1% |
| Participant deferral / active EE | $1,315 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $16,335 | $5,596+191.9% | $13,411+21.8% | $4,888+234.2% |