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 | $638,294 | $71,883+788.0% | $86,677+636.4% | $68,494+831.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.64% | 3.52%-15.2pp | 35.91%-47.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $29,493 | $2,173+1257.4% | $2,836+939.8% | $2,596+1036.0% |
| Participant deferral / active EE | $11,401 | $3,779+201.7% | $4,656+144.9% | $4,027+183.1% |
| Admin fee / account holder | $45,897 | $6,112+651.0% | $7,493+512.5% | $5,403+749.5% |