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 | $411,242 | $73,867+456.7% | $143,757+186.1% | $68,494+500.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.63% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $9,253 | $3,184+190.6% | $4,951+86.9% | $2,596+256.4% |
| Participant deferral / active EE | $5,981 | $3,384+76.7% | $5,637+6.1% | $4,027+48.5% |
| Admin fee / account holder | $7,741 | $5,755+34.5% | $14,673-47.2% | $5,403+43.3% |