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 | $352,044 | $73,867+376.6% | $143,757+144.9% | $68,494+414.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.15% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $13,388 | $3,184+320.5% | $4,951+170.4% | $2,596+415.7% |
| Participant deferral / active EE | $10,093 | $3,384+198.2% | $5,637+79.0% | $4,027+150.6% |
| Admin fee / account holder | $16,117 | $5,755+180.1% | $14,673+9.8% | $5,403+198.3% |