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 | $315,357 | $117,690+168.0% | $71,735+339.6% | $134,475+134.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.84% | 25.44%-39.3pp | 9.14%-23.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $9,564 | $2,525+278.9% | $1,704+461.3% | $4,740+101.8% |
| Participant deferral / active EE | $9,274 | $3,759+146.7% | $2,658+248.9% | $6,400+44.9% |
| Admin fee / account holder | $459 | $6,379-92.8% | $3,974-88.4% | $11,426-96.0% |