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 | $271,140 | $73,867+267.1% | $143,757+88.6% | $68,494+295.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.03% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $18,576 | $3,184+483.4% | $4,951+275.2% | $2,596+615.5% |
| Participant deferral / active EE | $10,950 | $3,384+223.5% | $5,637+94.3% | $4,027+171.9% |
| Admin fee / account holder | $33,972 | $5,755+490.3% | $14,673+131.5% | $5,403+528.8% |