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 | $279,051 | $71,883+288.2% | $86,677+221.9% | $68,494+307.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.29% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $13,066 | $2,173+501.3% | $2,836+360.7% | $2,596+403.3% |
| Participant deferral / active EE | $3,999 | $3,779+5.8% | $4,656-14.1% | $4,027-0.7% |
| Admin fee / account holder | $12,598 | $6,112+106.1% | $7,493+68.1% | $5,403+133.2% |