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 | $272,406 | $77,813+250.1% | $123,544+120.5% | $64,186+324.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.89% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $13,691 | $3,014+354.3% | $4,628+195.8% | $2,381+475.1% |
| Participant deferral / active EE | $9,451 | $5,240+80.4% | $6,426+47.1% | $3,470+172.4% |
| Admin fee / account holder | $31,462 | $5,519+470.1% | $9,284+238.9% | $4,888+543.7% |