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 | $275,346 | $73,867+272.8% | $143,757+91.5% | $68,494+302.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.33% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $18,467 | $3,184+480.0% | $4,951+273.0% | $2,596+611.3% |
| Participant deferral / active EE | $7,643 | $3,384+125.8% | $5,637+35.6% | $4,027+89.8% |
| Admin fee / account holder | $46,115 | $5,755+701.4% | $14,673+214.3% | $5,403+753.5% |