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 | $673,499 | $73,867+811.8% | $143,757+368.5% | $68,494+883.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,172 | $3,184+62.4% | $4,951+4.5% | $2,596+99.2% |
| Participant deferral / active EE | $2,257 | $3,384-33.3% | $5,637-60.0% | $4,027-44.0% |
| Admin fee / account holder | $25,384 | $5,755+341.1% | $14,673+73.0% | $5,403+369.8% |