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 | $407,227 | $77,813+423.3% | $123,544+229.6% | $64,186+534.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.58% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $18,828 | $3,014+524.7% | $4,628+306.8% | $2,381+690.8% |
| Participant deferral / active EE | $12,318 | $5,240+135.1% | $6,426+91.7% | $3,470+255.0% |
| Admin fee / account holder | $54,893 | $5,519+894.7% | $9,284+491.3% | $4,888+1023.0% |