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 | $302,586 | $73,867+309.6% | $143,757+110.5% | $68,494+341.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.28% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $13,074 | $3,184+310.6% | $4,951+164.1% | $2,596+403.6% |
| Participant deferral / active EE | $1,904 | $3,384-43.7% | $5,637-66.2% | $4,027-52.7% |
| Admin fee / account holder | $16,333 | $5,755+183.8% | $14,673+11.3% | $5,403+202.3% |