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 | $355,328 | $82,664+329.8% | $125,339+183.5% | $68,494+418.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.52% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $7,356 | $3,381+117.6% | $4,814+52.8% | $2,596+183.3% |
| Participant deferral / active EE | $10,646 | $6,110+74.2% | $7,446+43.0% | $4,027+164.4% |
| Admin fee / account holder | $24,153 | $6,275+284.9% | $10,010+141.3% | $5,403+347.1% |