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 | $285,034 | $82,664+244.8% | $125,339+127.4% | $68,494+316.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $11,037 | $3,381+226.4% | $4,814+129.3% | $2,596+325.1% |
| Participant deferral / active EE | $14,155 | $6,110+131.7% | $7,446+90.1% | $4,027+251.5% |
| Admin fee / account holder | $5,582 | $6,275-11.0% | $10,010-44.2% | $5,403+3.3% |