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 | $280,072 | $73,867+279.2% | $143,757+94.8% | $68,494+308.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.48% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $16,846 | $3,184+429.1% | $4,951+240.3% | $2,596+548.9% |
| Participant deferral / active EE | $1,234 | $3,384-63.6% | $5,637-78.1% | $4,027-69.4% |
| Admin fee / account holder | $8,618 | $5,755+49.8% | $14,673-41.3% | $5,403+59.5% |