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 | $463,549 | $97,044+377.7% | $83,333+456.3% | $135,375+242.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 12.31%-17.5pp | 10.63%-15.8pp | 519.73%-524.9pp |
| Employer contribution / active EE | $19,790 | $4,143+377.7% | $3,379+485.8% | $4,779+314.1% |
| Participant deferral / active EE | $16,041 | $5,964+168.9% | $5,565+188.3% | $5,609+186.0% |
| Admin fee / account holder | $48,890 | $8,380+483.4% | $7,510+551.0% | $10,827+351.6% |