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 | $284,540 | $73,867+285.2% | $143,757+97.9% | $68,494+315.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.56% | 1.01%-11.6pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $20,664 | $3,184+549.0% | $4,951+317.4% | $2,596+695.9% |
| Participant deferral / active EE | $10,529 | $3,384+211.1% | $5,637+86.8% | $4,027+161.5% |
| Admin fee / account holder | $15,436 | $5,755+168.2% | $14,673+5.2% | $5,403+185.7% |