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 | $324,671 | $110,094+194.9% | $151,611+114.1% | $68,494+374.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.09% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $21,620 | $4,471+383.6% | $6,166+250.6% | $2,596+732.7% |
| Participant deferral / active EE | $16,011 | $6,527+145.3% | $8,363+91.4% | $4,027+297.6% |
| Admin fee / account holder | $20,658 | $7,719+167.6% | $11,616+77.8% | $5,403+282.4% |