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 | $563,040 | $77,813+623.6% | $123,544+355.7% | $64,186+777.2% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.1pp |
| Annual return | -0.41% | 12.48%-12.9pp | 119.20%-119.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $20,088 | $3,014+566.5% | $4,628+334.1% | $2,381+743.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $37,862 | $5,519+586.1% | $9,284+307.8% | $4,888+674.6% |