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 | $272,754 | $82,664+230.0% | $125,339+117.6% | $68,494+298.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,482 | $3,381+91.7% | $4,814+34.7% | $2,596+149.7% |
| Participant deferral / active EE | $7,650 | $6,110+25.2% | $7,446+2.7% | $4,027+90.0% |
| Admin fee / account holder | $3,429 | $6,275-45.4% | $10,010-65.7% | $5,403-36.5% |