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 | $267,473 | $49,177+443.9% | $79,464+236.6% | $64,186+316.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.38% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,477 | $2,076+404.6% | $2,800+274.1% | $2,381+340.1% |
| Participant deferral / active EE | $9,704 | $2,821+243.9% | $3,704+162.0% | $3,470+179.7% |
| Admin fee / account holder | $59,215 | $3,839+1442.5% | $5,113+1058.1% | $4,888+1111.4% |