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 | $327,188 | $142,344+129.9% | $119,609+173.5% | $134,475+143.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.29% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,804 | $5,222-8.0% | $4,232+13.5% | $4,740+1.3% |
| Participant deferral / active EE | $9,141 | $6,469+41.3% | $5,602+63.2% | $6,400+42.8% |
| Admin fee / account holder | $1,466 | $13,584-89.2% | $10,323-85.8% | $11,426-87.2% |