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 | $292,874 | $73,867+296.5% | $143,757+103.7% | $68,494+327.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.32% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,618 | $3,184+13.6% | $4,951-26.9% | $2,596+39.4% |
| Participant deferral / active EE | $3,848 | $3,384+13.7% | $5,637-31.7% | $4,027-4.4% |
| Admin fee / account holder | $12,016 | $5,755+108.8% | $14,673-18.1% | $5,403+122.4% |