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 | $319,247 | $82,286+288.0% | $68,791+364.1% | $134,475+137.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.61% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,971 | $3,301-40.3% | $2,655-25.8% | $4,740-58.4% |
| Participant deferral / active EE | $6,224 | $4,739+31.4% | $3,941+57.9% | $6,400-2.7% |
| Admin fee / account holder | $30,725 | $6,481+374.1% | $4,932+523.0% | $11,426+168.9% |