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 | $611,637 | $73,867+728.0% | $143,757+325.5% | $68,494+793.0% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -14.38% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $35,077 | $3,184+1001.6% | $4,951+608.5% | $2,596+1251.0% |
| Participant deferral / active EE | $6,830 | $3,384+101.8% | $5,637+21.2% | $4,027+69.6% |
| Admin fee / account holder | $44,634 | $5,755+675.6% | $14,673+204.2% | $5,403+726.1% |