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 | $378,214 | $110,094+243.5% | $151,611+149.5% | $68,494+452.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -7.34% | -10.12%+2.8pp | 3.33%-10.7pp | -7.84%+0.5pp |
| Employer contribution / active EE | $27,004 | $4,471+504.0% | $6,166+338.0% | $2,596+940.1% |
| Participant deferral / active EE | $6,044 | $6,527-7.4% | $8,363-27.7% | $4,027+50.1% |
| Admin fee / account holder | $26,509 | $7,719+243.4% | $11,616+128.2% | $5,403+390.7% |