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 | $334,459 | $167,307+99.9% | $143,757+132.7% | $134,475+148.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.65% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,625 | $5,619-35.5% | $4,951-26.8% | $4,740-23.5% |
| Participant deferral / active EE | $5,877 | $6,446-8.8% | $5,637+4.3% | $6,400-8.2% |
| Admin fee / account holder | $11,023 | $18,088-39.1% | $14,673-24.9% | $11,426-3.5% |