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 | $349,099 | $77,813+348.6% | $123,544+182.6% | $64,186+443.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.23% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $16,022 | $3,014+431.6% | $4,628+246.2% | $2,381+572.9% |
| Participant deferral / active EE | $11,884 | $5,240+126.8% | $6,426+84.9% | $3,470+242.5% |
| Admin fee / account holder | $17,950 | $5,519+225.3% | $9,284+93.3% | $4,888+267.2% |