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 | $816,140 | $110,094+641.3% | $151,611+438.3% | $68,494+1091.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $25,825 | $4,471+477.7% | $6,166+318.8% | $2,596+894.7% |
| Participant deferral / active EE | $17,382 | $6,527+166.3% | $8,363+107.8% | $4,027+331.6% |
| Admin fee / account holder | $23,797 | $7,719+208.3% | $11,616+104.9% | $5,403+340.5% |