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 | $330,183 | $110,094+199.9% | $151,611+117.8% | $68,494+382.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.89% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $8,957 | $4,471+100.3% | $6,166+45.3% | $2,596+245.0% |
| Participant deferral / active EE | $12,383 | $6,527+89.7% | $8,363+48.1% | $4,027+207.5% |
| Admin fee / account holder | $13,960 | $7,719+80.9% | $11,616+20.2% | $5,403+158.4% |