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 | $319,213 | $99,032+222.3% | $80,019+298.9% | $135,375+135.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.56% | 15.39%-17.9pp | 11.22%-13.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $11,201 | $3,043+268.0% | $2,468+353.9% | $4,779+134.4% |
| Participant deferral / active EE | $6,445 | $4,282+50.5% | $3,686+74.9% | $5,609+14.9% |
| Admin fee / account holder | $14,273 | $10,436+36.8% | $6,521+118.9% | $10,827+31.8% |