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 | $264,218 | $71,883+267.6% | $86,677+204.8% | $68,494+285.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.64% | 3.52%-20.2pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $11,558 | $2,173+431.9% | $2,836+307.5% | $2,596+345.2% |
| Participant deferral / active EE | $3,529 | $3,779-6.6% | $4,656-24.2% | $4,027-12.4% |
| Admin fee / account holder | $39,463 | $6,112+545.7% | $7,493+426.6% | $5,403+630.4% |