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 | $282,448 | $82,664+241.7% | $125,339+125.3% | $68,494+312.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.12% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $10,939 | $3,381+223.5% | $4,814+127.2% | $2,596+321.3% |
| Participant deferral / active EE | $6,979 | $6,110+14.2% | $7,446-6.3% | $4,027+73.3% |
| Admin fee / account holder | $7,564 | $6,275+20.5% | $10,010-24.4% | $5,403+40.0% |