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 | $311,718 | $82,664+277.1% | $125,339+148.7% | $68,494+355.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.31% | -5.97%-4.3pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $6,086 | $3,381+80.0% | $4,814+26.4% | $2,596+134.4% |
| Participant deferral / active EE | $5,830 | $6,110-4.6% | $7,446-21.7% | $4,027+44.8% |
| Admin fee / account holder | $4,659 | $6,275-25.8% | $10,010-53.4% | $5,403-13.8% |