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 | $349,361 | $95,862+264.4% | $79,550+339.2% | $134,475+159.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.83% | -2.69%-8.1pp | 0.16%-11.0pp | 417.96%-428.8pp |
| Employer contribution / active EE | $19,164 | $3,128+512.7% | $2,413+694.2% | $4,740+304.3% |
| Participant deferral / active EE | $4,597 | $4,693-2.0% | $3,985+15.4% | $6,400-28.2% |
| Admin fee / account holder | $12,695 | $9,126+39.1% | $6,832+85.8% | $11,426+11.1% |