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 | $317,317 | $57,354+453.3% | $83,848+278.4% | $64,186+394.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.43% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $13,967 | $2,545+448.7% | $3,631+284.7% | $2,381+486.7% |
| Participant deferral / active EE | $9,446 | $2,993+215.6% | $4,082+131.4% | $3,470+172.3% |
| Admin fee / account holder | $61,911 | $4,046+1430.3% | $5,478+1030.1% | $4,888+1166.6% |