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 | $302,333 | $57,354+427.1% | $83,848+260.6% | $64,186+371.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.39% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $16,471 | $2,545+547.1% | $3,631+353.7% | $2,381+591.8% |
| Participant deferral / active EE | $8,995 | $2,993+200.5% | $4,082+120.4% | $3,470+159.3% |
| Admin fee / account holder | $6,361 | $4,046+57.2% | $5,478+16.1% | $4,888+30.1% |