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 | $258,897 | $110,094+135.2% | $151,611+70.8% | $68,494+278.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.14% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $8,094 | $4,471+81.1% | $6,166+31.3% | $2,596+211.8% |
| Participant deferral / active EE | $14,531 | $6,527+122.6% | $8,363+73.7% | $4,027+260.8% |
| Admin fee / account holder | $5,787 | $7,719-25.0% | $11,616-50.2% | $5,403+7.1% |