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 | $254,466 | $46,674+445.2% | $117,472+116.6% | $68,494+271.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.10% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $14,662 | $1,505+874.5% | $4,176+251.1% | $2,596+464.7% |
| Participant deferral / active EE | $5,369 | $2,636+103.7% | $4,070+31.9% | $4,027+33.3% |
| Admin fee / account holder | $47,382 | $4,020+1078.7% | $5,645+739.4% | $5,403+777.0% |