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 | $585,787 | $82,664+608.6% | $125,339+367.4% | $68,494+755.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,607 | $3,381+95.4% | $4,814+37.3% | $2,596+154.5% |
| Participant deferral / active EE | $14,316 | $6,110+134.3% | $7,446+92.2% | $4,027+255.5% |
| Admin fee / account holder | $6,594 | $6,275+5.1% | $10,010-34.1% | $5,403+22.0% |