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 | $338,188 | $82,664+309.1% | $125,339+169.8% | $68,494+393.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $17,285 | $3,381+411.2% | $4,814+259.1% | $2,596+565.8% |
| Participant deferral / active EE | $11,470 | $6,110+87.7% | $7,446+54.0% | $4,027+184.8% |
| Admin fee / account holder | $6,462 | $6,275+3.0% | $10,010-35.4% | $5,403+19.6% |