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 | $525,975 | $82,664+536.3% | $125,339+319.6% | $68,494+667.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $20,480 | $3,381+505.7% | $4,814+325.5% | $2,596+688.8% |
| Participant deferral / active EE | $18,275 | $6,110+199.1% | $7,446+145.4% | $4,027+353.8% |
| Admin fee / account holder | $59,257 | $6,275+844.3% | $10,010+492.0% | $5,403+996.8% |