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 | $301,587 | $142,344+111.9% | $119,609+152.1% | $134,475+124.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $8,194 | $5,222+56.9% | $4,232+93.6% | $4,740+72.9% |
| Participant deferral / active EE | $15,138 | $6,469+134.0% | $5,602+170.2% | $6,400+136.5% |
| Admin fee / account holder | $18,721 | $13,584+37.8% | $10,323+81.3% | $11,426+63.8% |