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 | $361,189 | $48,265+648.3% | $68,791+425.0% | $68,494+427.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.48% | -12.71%-4.8pp | -6.38%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,478 | $1,829-19.2% | $2,655-44.3% | $2,596-43.1% |
| Participant deferral / active EE | $15,485 | $2,867+440.2% | $3,941+292.9% | $4,027+284.5% |
| Admin fee / account holder | $3,643 | $4,355-16.4% | $4,932-26.1% | $5,403-32.6% |