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 | $307,614 | $110,094+179.4% | $151,611+102.9% | $68,494+349.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.81% | -10.12%-7.7pp | 3.33%-21.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,656 | $4,471+48.9% | $6,166+7.9% | $2,596+156.4% |
| Participant deferral / active EE | $7,105 | $6,527+8.9% | $8,363-15.0% | $4,027+76.4% |
| Admin fee / account holder | $5,242 | $7,719-32.1% | $11,616-54.9% | $5,403-3.0% |