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 | $364,318 | $167,307+117.8% | $143,757+153.4% | $134,475+170.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.42% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,984 | $5,619-29.1% | $4,951-19.5% | $4,740-15.9% |
| Participant deferral / active EE | $9,967 | $6,446+54.6% | $5,637+76.8% | $6,400+55.7% |
| Admin fee / account holder | $1,885 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |