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 | $380,136 | $71,883+428.8% | $86,677+338.6% | $68,494+455.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.15% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $9,920 | $2,173+356.5% | $2,836+249.7% | $2,596+282.1% |
| Participant deferral / active EE | $5,329 | $3,779+41.0% | $4,656+14.5% | $4,027+32.3% |
| Admin fee / account holder | $17,409 | $6,112+184.8% | $7,493+132.3% | $5,403+222.2% |