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 | $531,797 | $73,867+619.9% | $143,757+269.9% | $68,494+676.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.22% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $21,938 | $3,184+589.0% | $4,951+343.1% | $2,596+745.0% |
| Participant deferral / active EE | $19,063 | $3,384+463.3% | $5,637+238.2% | $4,027+373.4% |
| Admin fee / account holder | $1,407 | $5,755-75.5% | $14,673-90.4% | $5,403-74.0% |