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 | $378,858 | $95,193+298.0% | $76,523+395.1% | $135,375+179.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $8,284 | $3,302+150.9% | $2,647+213.0% | $4,779+73.4% |
| Participant deferral / active EE | $18,370 | $4,639+296.0% | $3,835+378.9% | $5,609+227.5% |
| Admin fee / account holder | $8,133 | $6,249+30.2% | $4,848+67.8% | $10,827-24.9% |