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 | $285,395 | $77,813+266.8% | $123,544+131.0% | $64,186+344.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.48% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,105 | $3,014+102.6% | $4,628+31.9% | $2,381+156.4% |
| Participant deferral / active EE | $9,348 | $5,240+78.4% | $6,426+45.5% | $3,470+169.4% |
| Admin fee / account holder | $14,109 | $5,519+155.7% | $9,284+52.0% | $4,888+188.6% |