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 | $607,725 | $82,664+635.2% | $125,339+384.9% | $68,494+787.3% |
| Participation rate | 95.4% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | 2.36% | -5.97%+8.3pp | 572.05%-569.7pp | -7.84%+10.2pp |
| Employer contribution / active EE | $34,403 | $3,381+917.5% | $4,814+614.7% | $2,596+1225.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $18,858 | $6,275+200.5% | $10,010+88.4% | $5,403+249.0% |