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 | $383,843 | $110,094+248.6% | $151,611+153.2% | $68,494+460.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.36% | -10.12%-0.2pp | 3.33%-13.7pp | -7.84%-2.5pp |
| Employer contribution / active EE | $15,765 | $4,471+252.6% | $6,166+155.7% | $2,596+507.2% |
| Participant deferral / active EE | $17,761 | $6,527+172.1% | $8,363+112.4% | $4,027+341.0% |
| Admin fee / account holder | $4,827 | $7,719-37.5% | $11,616-58.4% | $5,403-10.7% |