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 | $260,051 | $57,354+353.4% | $83,848+210.1% | $64,186+305.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.31% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $17,032 | $2,545+569.2% | $3,631+369.1% | $2,381+615.4% |
| Participant deferral / active EE | $8,071 | $2,993+169.7% | $4,082+97.7% | $3,470+132.6% |
| Admin fee / account holder | $10,187 | $4,046+151.8% | $5,478+86.0% | $4,888+108.4% |