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 | $438,161 | $175,600+149.5% | $129,110+239.4% | $134,475+225.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -11.39%-5.0pp | -10.94%-5.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,635 | $6,355+4.4% | $5,052+31.3% | $4,740+40.0% |
| Participant deferral / active EE | $10,614 | $7,975+33.1% | $6,542+62.2% | $6,400+65.8% |
| Admin fee / account holder | $24,974 | $23,567+6.0% | $14,302+74.6% | $11,426+118.6% |