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 | $296,726 | $77,813+281.3% | $123,544+140.2% | $64,186+362.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.25% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $12,244 | $3,014+306.2% | $4,628+164.6% | $2,381+414.3% |
| Participant deferral / active EE | $9,987 | $5,240+90.6% | $6,426+55.4% | $3,470+187.8% |
| Admin fee / account holder | $7,784 | $5,519+41.0% | $9,284-16.2% | $4,888+59.2% |