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 | $307,742 | $105,860+190.7% | $90,749+239.1% | $134,475+128.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -20.01% | -11.01%-9.0pp | -12.16%-7.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $10,318 | $3,462+198.0% | $2,921+253.2% | $4,740+117.7% |
| Participant deferral / active EE | $7,272 | $5,216+39.4% | $4,564+59.3% | $6,400+13.6% |
| Admin fee / account holder | $7,554 | $13,938-45.8% | $8,445-10.5% | $11,426-33.9% |