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 | $287,496 | $73,867+289.2% | $143,757+100.0% | $68,494+319.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $10,074 | $3,184+216.4% | $4,951+103.5% | $2,596+288.0% |
| Participant deferral / active EE | $7,290 | $3,384+115.4% | $5,637+29.3% | $4,027+81.0% |
| Admin fee / account holder | $5,903 | $5,755+2.6% | $14,673-59.8% | $5,403+9.3% |