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 | $387,662 | $82,664+369.0% | $125,339+209.3% | $68,494+466.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,914 | $3,381+163.7% | $4,814+85.2% | $2,596+243.3% |
| Participant deferral / active EE | $11,140 | $6,110+82.3% | $7,446+49.6% | $4,027+176.6% |
| Admin fee / account holder | $10,757 | $6,275+71.4% | $10,010+7.5% | $5,403+99.1% |