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 | $261,593 | $59,107+342.6% | $86,436+202.6% | $68,494+281.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.10% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $9,344 | $2,519+270.9% | $3,769+147.9% | $2,596+259.9% |
| Participant deferral / active EE | $4,691 | $5,901-20.5% | $6,952-32.5% | $4,027+16.5% |
| Admin fee / account holder | $10,560 | $5,637+87.3% | $6,731+56.9% | $5,403+95.5% |