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 | $260,593 | $54,350+379.5% | $82,719+215.0% | $68,494+280.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.87% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,272 | $2,218+92.6% | $3,009+42.0% | $2,596+64.6% |
| Participant deferral / active EE | $8,350 | $3,246+157.2% | $4,395+90.0% | $4,027+107.3% |
| Admin fee / account holder | $3,416 | $4,395-22.3% | $5,329-35.9% | $5,403-36.8% |