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 | $359,902 | $76,912+367.9% | $129,110+178.8% | $68,494+425.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.00% | -9.78%-5.2pp | -10.94%-4.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $12,790 | $3,243+294.4% | $5,052+153.2% | $2,596+392.6% |
| Participant deferral / active EE | $10,725 | $4,732+126.6% | $6,542+63.9% | $4,027+166.3% |
| Admin fee / account holder | $5,138 | $6,638-22.6% | $14,302-64.1% | $5,403-4.9% |