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 | $312,198 | $110,094+183.6% | $151,611+105.9% | $68,494+355.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.94% | -10.12%-5.8pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,824 | $4,471+30.3% | $6,166-5.5% | $2,596+124.3% |
| Participant deferral / active EE | $6,641 | $6,527+1.8% | $8,363-20.6% | $4,027+64.9% |
| Admin fee / account holder | $10,385 | $7,719+34.5% | $11,616-10.6% | $5,403+92.2% |