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 | $318,445 | $82,664+285.2% | $125,339+154.1% | $68,494+364.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,947 | $3,381+75.9% | $4,814+23.5% | $2,596+129.1% |
| Participant deferral / active EE | $15,697 | $6,110+156.9% | $7,446+110.8% | $4,027+289.8% |
| Admin fee / account holder | $16,688 | $6,275+165.9% | $10,010+66.7% | $5,403+208.9% |