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 | $413,099 | $73,867+459.2% | $143,757+187.4% | $68,494+503.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.87% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $13,063 | $3,184+310.2% | $4,951+163.8% | $2,596+403.1% |
| Participant deferral / active EE | $10,582 | $3,384+212.7% | $5,637+87.7% | $4,027+162.8% |
| Admin fee / account holder | $3,757 | $5,755-34.7% | $14,673-74.4% | $5,403-30.5% |