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 | $258,056 | $82,664+212.2% | $125,339+105.9% | $68,494+276.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.49% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $7,569 | $3,381+123.9% | $4,814+57.2% | $2,596+191.5% |
| Participant deferral / active EE | $10,141 | $6,110+66.0% | $7,446+36.2% | $4,027+151.8% |
| Admin fee / account holder | $82,088 | $6,275+1208.1% | $10,010+720.1% | $5,403+1419.4% |