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 | $804,275 | $73,867+988.8% | $143,757+459.5% | $68,494+1074.2% |
| Participation rate | 90.5% | 66.7%+23.8pp | 80.3%+10.2pp | 67.9%+22.6pp |
| Annual return | -19.31% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $23,364 | $3,184+633.8% | $4,951+371.9% | $2,596+799.9% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,272 | $5,755+9.0% | $14,673-57.3% | $5,403+16.1% |