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 | $374,181 | $73,867+406.6% | $143,757+160.3% | $68,494+446.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.70% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $36,219 | $3,184+1037.5% | $4,951+631.5% | $2,596+1295.0% |
| Participant deferral / active EE | $20,545 | $3,384+507.0% | $5,637+264.5% | $4,027+410.2% |
| Admin fee / account holder | $39,645 | $5,755+588.9% | $14,673+170.2% | $5,403+633.8% |