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 | $338,840 | $110,094+207.8% | $151,611+123.5% | $68,494+394.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -7.09% | -10.12%+3.0pp | 3.33%-10.4pp | -7.84%+0.7pp |
| Employer contribution / active EE | $5,658 | $4,471+26.6% | $6,166-8.2% | $2,596+117.9% |
| Participant deferral / active EE | $8,755 | $6,527+34.1% | $8,363+4.7% | $4,027+117.4% |
| Admin fee / account holder | $6,816 | $7,719-11.7% | $11,616-41.3% | $5,403+26.2% |