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 | $254,771 | $167,307+52.3% | $143,757+77.2% | $134,475+89.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.47% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,197 | $5,619-78.7% | $4,951-75.8% | $4,740-74.8% |
| Participant deferral / active EE | $6,194 | $6,446-3.9% | $5,637+9.9% | $6,400-3.2% |
| Admin fee / account holder | $2,028 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |