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 | $281,868 | $79,633+254.0% | $93,789+200.5% | $68,494+311.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -14.29% | -0.10%-14.2pp | -11.33%-3.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $6,287 | $3,665+71.5% | $4,323+45.5% | $2,596+142.2% |
| Participant deferral / active EE | $14,020 | $5,158+171.8% | $6,094+130.1% | $4,027+248.1% |
| Admin fee / account holder | $2,604 | $6,871-62.1% | $7,195-63.8% | $5,403-51.8% |