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 | $408,728 | $82,664+394.4% | $125,339+226.1% | $68,494+496.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.82% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,226 | $3,381+25.0% | $4,814-12.2% | $2,596+62.8% |
| Participant deferral / active EE | $8,922 | $6,110+46.0% | $7,446+19.8% | $4,027+121.5% |
| Admin fee / account holder | $4,200 | $6,275-33.1% | $10,010-58.0% | $5,403-22.3% |