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 | $419,634 | $73,867+468.1% | $143,757+191.9% | $68,494+512.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.04% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $22,221 | $3,184+597.9% | $4,951+348.8% | $2,596+755.9% |
| Participant deferral / active EE | $14,088 | $3,384+316.2% | $5,637+149.9% | $4,027+249.8% |
| Admin fee / account holder | $56,008 | $5,755+873.3% | $14,673+281.7% | $5,403+936.7% |