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 | $355,774 | $90,600+292.7% | $79,464+347.7% | $135,375+162.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.31% | 977.43%-977.1pp | 718.14%-717.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $10,456 | $3,068+240.8% | $2,800+273.4% | $4,779+118.8% |
| Participant deferral / active EE | $14,950 | $4,050+269.1% | $3,704+303.6% | $5,609+166.5% |
| Admin fee / account holder | $4,940 | $5,907-16.4% | $5,113-3.4% | $10,827-54.4% |