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 | $288,464 | $61,660+367.8% | $80,019+260.5% | $64,186+349.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.83% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,120 | $1,810+182.8% | $2,468+107.5% | $2,381+115.1% |
| Participant deferral / active EE | $9,379 | $2,968+216.1% | $3,686+154.5% | $3,470+170.3% |
| Admin fee / account holder | $12,307 | $5,417+127.2% | $6,521+88.7% | $4,888+151.8% |