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 | $294,688 | $82,664+256.5% | $125,339+135.1% | $68,494+330.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $14,266 | $3,381+321.9% | $4,814+196.4% | $2,596+449.5% |
| Participant deferral / active EE | $7,869 | $6,110+28.8% | $7,446+5.7% | $4,027+95.4% |
| Admin fee / account holder | $3,585 | $6,275-42.9% | $10,010-64.2% | $5,403-33.6% |