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 | $254,447 | $73,867+244.5% | $143,757+77.0% | $68,494+271.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.69% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $14,813 | $3,184+365.2% | $4,951+199.2% | $2,596+470.5% |
| Participant deferral / active EE | $10,075 | $3,384+197.7% | $5,637+78.7% | $4,027+150.2% |
| Admin fee / account holder | $25,604 | $5,755+344.9% | $14,673+74.5% | $5,403+373.9% |