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 | $567,417 | $77,813+629.2% | $123,544+359.3% | $64,186+784.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.25% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $17,084 | $3,014+466.8% | $4,628+269.2% | $2,381+617.6% |
| Participant deferral / active EE | $8,348 | $5,240+59.3% | $6,426+29.9% | $3,470+140.6% |
| Admin fee / account holder | $15,451 | $5,519+180.0% | $9,284+66.4% | $4,888+216.1% |