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 | $268,092 | $142,344+88.3% | $119,609+124.1% | $134,475+99.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.53% | -12.44%-4.1pp | -14.97%-1.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,458 | $5,222-14.6% | $4,232+5.3% | $4,740-5.9% |
| Participant deferral / active EE | $6,985 | $6,469+8.0% | $5,602+24.7% | $6,400+9.1% |
| Admin fee / account holder | $4,818 | $13,584-64.5% | $10,323-53.3% | $11,426-57.8% |