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 | $402,809 | $77,813+417.7% | $123,544+226.0% | $64,186+527.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.76% | 12.48%-16.2pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $20,978 | $3,014+596.1% | $4,628+353.3% | $2,381+781.1% |
| Participant deferral / active EE | $9,444 | $5,240+80.2% | $6,426+47.0% | $3,470+172.2% |
| Admin fee / account holder | $29,441 | $5,519+433.5% | $9,284+217.1% | $4,888+502.3% |