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 | $283,732 | $82,664+243.2% | $125,339+126.4% | $68,494+314.2% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -14.47% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $26,846 | $3,381+694.0% | $4,814+457.7% | $2,596+934.0% |
| Participant deferral / active EE | $8,526 | $6,110+39.5% | $7,446+14.5% | $4,027+111.7% |
| Admin fee / account holder | $5,757 | $6,275-8.3% | $10,010-42.5% | $5,403+6.6% |