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 | $275,065 | $105,860+159.8% | $90,749+203.1% | $134,475+104.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.68% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,725 | $3,462-21.3% | $2,921-6.7% | $4,740-42.5% |
| Participant deferral / active EE | $9,357 | $5,216+79.4% | $4,564+105.0% | $6,400+46.2% |
| Admin fee / account holder | $9,833 | $13,938-29.5% | $8,445+16.4% | $11,426-13.9% |