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 | $263,971 | $50,958+418.0% | $74,550+254.1% | $64,186+311.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.52% | -1.86%-4.7pp | 32.53%-39.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,587 | $1,115+400.9% | $1,961+184.9% | $2,381+134.7% |
| Participant deferral / active EE | $8,008 | $2,301+248.0% | $3,108+157.7% | $3,470+130.8% |
| Admin fee / account holder | $13,636 | $4,223+222.9% | $5,060+169.5% | $4,888+179.0% |