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 | $307,187 | $110,094+179.0% | $151,611+102.6% | $68,494+348.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.13% | -10.12%-3.0pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $9,621 | $4,471+115.2% | $6,166+56.0% | $2,596+270.6% |
| Participant deferral / active EE | $8,729 | $6,527+33.7% | $8,363+4.4% | $4,027+116.7% |
| Admin fee / account holder | $69,250 | $7,719+797.2% | $11,616+496.2% | $5,403+1181.8% |