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 | $300,069 | $73,867+306.2% | $143,757+108.7% | $68,494+338.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $13,047 | $3,184+309.7% | $4,951+163.5% | $2,596+402.5% |
| Participant deferral / active EE | $8,572 | $3,384+153.3% | $5,637+52.1% | $4,027+112.9% |
| Admin fee / account holder | $4,318 | $5,755-25.0% | $14,673-70.6% | $5,403-20.1% |