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 | $753,826 | $73,867+920.5% | $143,757+424.4% | $68,494+1000.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.35% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $45,016 | $3,184+1313.8% | $4,951+809.2% | $2,596+1633.9% |
| Participant deferral / active EE | $4,804 | $3,384+41.9% | $5,637-14.8% | $4,027+19.3% |
| Admin fee / account holder | $5,853 | $5,755+1.7% | $14,673-60.1% | $5,403+8.3% |