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 | $434,402 | $110,094+294.6% | $151,611+186.5% | $68,494+534.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.24% | -10.12%-5.1pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $14,463 | $4,471+223.5% | $6,166+134.6% | $2,596+457.1% |
| Participant deferral / active EE | $14,677 | $6,527+124.9% | $8,363+75.5% | $4,027+264.5% |
| Admin fee / account holder | $2,912 | $7,719-62.3% | $11,616-74.9% | $5,403-46.1% |