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 | $268,580 | $142,344+88.7% | $119,609+124.5% | $134,475+99.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.84% | -12.44%+2.6pp | -14.97%+5.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $5,882 | $5,222+12.6% | $4,232+39.0% | $4,740+24.1% |
| Participant deferral / active EE | $15,276 | $6,469+136.1% | $5,602+172.7% | $6,400+138.7% |
| Admin fee / account holder | $277,707 | $13,584+1944.4% | $10,323+2590.1% | $11,426+2330.5% |