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 | $306,748 | $73,867+315.3% | $143,757+113.4% | $68,494+347.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.19% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $17,663 | $3,184+454.7% | $4,951+256.8% | $2,596+580.3% |
| Participant deferral / active EE | $10,718 | $3,384+216.7% | $5,637+90.1% | $4,027+166.1% |
| Admin fee / account holder | $18,627 | $5,755+223.7% | $14,673+27.0% | $5,403+244.8% |