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 | $768,324 | $107,791+612.8% | $90,645+747.6% | $135,375+467.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.59% | -0.90%-0.7pp | 1.88%-3.5pp | 519.73%-521.3pp |
| Employer contribution / active EE | $7,228 | $3,018+139.5% | $2,532+185.5% | $4,779+51.2% |
| Participant deferral / active EE | $3,000 | $3,872-22.5% | $3,425-12.4% | $5,609-46.5% |
| Admin fee / account holder | $44,862 | $5,930+656.5% | $4,994+798.3% | $10,827+314.3% |