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 | $268,970 | $71,883+274.2% | $86,677+210.3% | $68,494+292.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.85% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $13,199 | $2,173+507.5% | $2,836+365.3% | $2,596+408.4% |
| Participant deferral / active EE | $12,957 | $3,779+242.9% | $4,656+178.3% | $4,027+221.7% |
| Admin fee / account holder | $24,375 | $6,112+298.8% | $7,493+225.3% | $5,403+351.2% |