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 | $261,562 | $142,344+83.8% | $119,609+118.7% | $134,475+94.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.51% | -12.44%-7.1pp | -14.97%-4.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $8,077 | $5,222+54.7% | $4,232+90.9% | $4,740+70.4% |
| Participant deferral / active EE | $15,573 | $6,469+140.7% | $5,602+178.0% | $6,400+143.3% |
| Admin fee / account holder | $30,844 | $13,584+127.1% | $10,323+198.8% | $11,426+170.0% |