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 | $326,874 | $97,044+236.8% | $83,333+292.2% | $135,375+141.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.93% | 12.31%-20.2pp | 10.63%-18.6pp | 519.73%-527.7pp |
| Employer contribution / active EE | $10,069 | $4,143+143.0% | $3,379+198.0% | $4,779+110.7% |
| Participant deferral / active EE | $7,475 | $5,964+25.3% | $5,565+34.3% | $5,609+33.3% |
| Admin fee / account holder | $4,678 | $8,380-44.2% | $7,510-37.7% | $10,827-56.8% |