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 | $492,258 | $82,664+495.5% | $125,339+292.7% | $68,494+618.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.17% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,012 | $3,381+77.8% | $4,814+24.9% | $2,596+131.5% |
| Participant deferral / active EE | $15,152 | $6,110+148.0% | $7,446+103.5% | $4,027+276.2% |
| Admin fee / account holder | $28,252 | $6,275+350.2% | $10,010+182.2% | $5,403+422.9% |