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 | $255,819 | $73,867+246.3% | $143,757+78.0% | $68,494+273.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.87% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $10,564 | $3,184+231.8% | $4,951+113.4% | $2,596+306.9% |
| Participant deferral / active EE | $6,144 | $3,384+81.5% | $5,637+9.0% | $4,027+52.6% |
| Admin fee / account holder | $11,159 | $5,755+93.9% | $14,673-24.0% | $5,403+106.5% |