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 | $349,083 | $71,883+385.6% | $86,677+302.7% | $68,494+409.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.26% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $14,245 | $2,173+555.6% | $2,836+402.2% | $2,596+448.7% |
| Participant deferral / active EE | $5,734 | $3,779+51.8% | $4,656+23.2% | $4,027+42.4% |
| Admin fee / account holder | $88,566 | $6,112+1349.1% | $7,493+1081.9% | $5,403+1539.3% |