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 | $284,846 | $73,867+285.6% | $143,757+98.1% | $68,494+315.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.74% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,946 | $3,184+118.1% | $4,951+40.3% | $2,596+167.5% |
| Participant deferral / active EE | $6,440 | $3,384+90.3% | $5,637+14.2% | $4,027+59.9% |
| Admin fee / account holder | $24,052 | $5,755+318.0% | $14,673+63.9% | $5,403+345.2% |