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 | $481,959 | $57,354+740.3% | $83,848+474.8% | $64,186+650.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.85% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $15,797 | $2,545+520.6% | $3,631+335.1% | $2,381+563.5% |
| Participant deferral / active EE | $8,855 | $2,993+195.9% | $4,082+117.0% | $3,470+155.2% |
| Admin fee / account holder | $11,709 | $4,046+189.4% | $5,478+113.7% | $4,888+139.5% |