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 | $579,797 | $142,344+307.3% | $119,609+384.7% | $134,475+331.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.66% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,997 | $5,222-42.6% | $4,232-29.2% | $4,740-36.8% |
| Participant deferral / active EE | $12,022 | $6,469+85.8% | $5,602+114.6% | $6,400+87.9% |
| Admin fee / account holder | $6,253 | $13,584-54.0% | $10,323-39.4% | $11,426-45.3% |