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 | $266,030 | $54,350+389.5% | $82,719+221.6% | $68,494+288.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.03% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $9,241 | $2,218+316.6% | $3,009+207.1% | $2,596+255.9% |
| Participant deferral / active EE | $9,600 | $3,246+195.7% | $4,395+118.4% | $4,027+138.4% |
| Admin fee / account holder | $1,247 | $4,395-71.6% | $5,329-76.6% | $5,403-76.9% |