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 | $505,017 | $82,664+510.9% | $125,339+302.9% | $68,494+637.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,378 | $3,381+59.1% | $4,814+11.7% | $2,596+107.1% |
| Participant deferral / active EE | $12,556 | $6,110+105.5% | $7,446+68.6% | $4,027+211.8% |
| Admin fee / account holder | $25,105 | $6,275+300.0% | $10,010+150.8% | $5,403+364.7% |