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 | $485,246 | $110,094+340.8% | $151,611+220.1% | $68,494+608.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.49% | -10.12%+3.6pp | 3.33%-9.8pp | -7.84%+1.4pp |
| Employer contribution / active EE | $30,087 | $4,471+573.0% | $6,166+388.0% | $2,596+1058.8% |
| Participant deferral / active EE | $18,307 | $6,527+180.5% | $8,363+118.9% | $4,027+354.6% |
| Admin fee / account holder | $2,148 | $7,719-72.2% | $11,616-81.5% | $5,403-60.2% |