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 | $501,413 | $95,862+423.1% | $79,550+530.3% | $134,475+272.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.00% | -2.69%-16.3pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $29,672 | $3,128+848.6% | $2,413+1129.6% | $4,740+526.0% |
| Participant deferral / active EE | $15,191 | $4,693+223.7% | $3,985+281.2% | $6,400+137.4% |
| Admin fee / account holder | $7,312 | $9,126-19.9% | $6,832+7.0% | $11,426-36.0% |