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 | $311,316 | $54,350+472.8% | $82,719+276.4% | $68,494+354.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.85% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,833 | $2,218+72.8% | $3,009+27.4% | $2,596+47.6% |
| Participant deferral / active EE | $9,938 | $3,246+206.1% | $4,395+126.1% | $4,027+146.8% |
| Admin fee / account holder | $8,018 | $4,395+82.4% | $5,329+50.5% | $5,403+48.4% |