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 | $602,712 | $97,044+521.1% | $83,333+623.3% | $135,375+345.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.47% | 12.31%-15.8pp | 10.63%-14.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $19,749 | $4,143+376.7% | $3,379+484.5% | $4,779+313.3% |
| Participant deferral / active EE | $13,200 | $5,964+121.3% | $5,565+137.2% | $5,609+135.3% |
| Admin fee / account holder | $22,516 | $8,380+168.7% | $7,510+199.8% | $10,827+108.0% |