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 | $421,012 | $110,094+282.4% | $151,611+177.7% | $68,494+514.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.90% | -10.12%-0.8pp | 3.33%-14.2pp | -7.84%-3.1pp |
| Employer contribution / active EE | $9,379 | $4,471+109.8% | $6,166+52.1% | $2,596+261.3% |
| Participant deferral / active EE | $11,174 | $6,527+71.2% | $8,363+33.6% | $4,027+177.5% |
| Admin fee / account holder | $27,236 | $7,719+252.9% | $11,616+134.5% | $5,403+404.1% |