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 | $351,297 | $64,707+442.9% | $112,228+213.0% | $68,494+412.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.13% | -11.40%+0.3pp | 27.45%-38.6pp | -7.84%-3.3pp |
| Employer contribution / active EE | $22,222 | $2,746+709.3% | $3,635+511.4% | $2,596+755.9% |
| Participant deferral / active EE | $7,146 | $3,565+100.5% | $4,728+51.1% | $4,027+77.4% |
| Admin fee / account holder | $16,910 | $5,232+223.2% | $6,410+163.8% | $5,403+213.0% |