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 | $416,345 | $142,344+192.5% | $119,609+248.1% | $134,475+209.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | -12.44%+0.6pp | -14.97%+3.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,880 | $5,222-44.8% | $4,232-31.9% | $4,740-39.2% |
| Participant deferral / active EE | $18,005 | $6,469+178.3% | $5,602+221.4% | $6,400+181.3% |
| Admin fee / account holder | $25,190 | $13,584+85.4% | $10,323+144.0% | $11,426+120.5% |