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 | $318,161 | $77,813+308.9% | $123,544+157.5% | $64,186+395.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.57% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,210 | $3,014+106.1% | $4,628+34.2% | $2,381+160.8% |
| Participant deferral / active EE | $11,470 | $5,240+118.9% | $6,426+78.5% | $3,470+230.6% |
| Admin fee / account holder | $72,984 | $5,519+1222.5% | $9,284+686.1% | $4,888+1393.1% |