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 | $322,037 | $82,664+289.6% | $125,339+156.9% | $68,494+370.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.22% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $14,401 | $3,381+325.9% | $4,814+199.2% | $2,596+454.7% |
| Participant deferral / active EE | $9,513 | $6,110+55.7% | $7,446+27.7% | $4,027+136.2% |
| Admin fee / account holder | $9,227 | $6,275+47.0% | $10,010-7.8% | $5,403+70.8% |