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 | $397,490 | $73,867+438.1% | $143,757+176.5% | $68,494+480.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.95% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $23,250 | $3,184+630.2% | $4,951+369.6% | $2,596+795.5% |
| Participant deferral / active EE | $13,248 | $3,384+291.4% | $5,637+135.0% | $4,027+229.0% |
| Admin fee / account holder | $85,511 | $5,755+1386.0% | $14,673+482.8% | $5,403+1482.7% |