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 | $278,440 | $54,350+412.3% | $82,719+236.6% | $68,494+306.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.71% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,408 | $2,218+143.8% | $3,009+79.7% | $2,596+108.3% |
| Participant deferral / active EE | $9,264 | $3,246+185.4% | $4,395+110.8% | $4,027+130.0% |
| Admin fee / account holder | $7,546 | $4,395+71.7% | $5,329+41.6% | $5,403+39.7% |