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 | $262,435 | $110,094+138.4% | $151,611+73.1% | $68,494+283.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.28% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $16,874 | $4,471+277.4% | $6,166+173.7% | $2,596+549.9% |
| Participant deferral / active EE | $16,173 | $6,527+147.8% | $8,363+93.4% | $4,027+301.6% |
| Admin fee / account holder | $6,881 | $7,719-10.9% | $11,616-40.8% | $5,403+27.4% |