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 | $484,023 | $73,867+555.3% | $143,757+236.7% | $68,494+606.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.69% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $30,233 | $3,184+849.5% | $4,951+510.6% | $2,596+1064.5% |
| Participant deferral / active EE | $20,652 | $3,384+510.2% | $5,637+266.4% | $4,027+412.8% |
| Admin fee / account holder | $9,590 | $5,755+66.6% | $14,673-34.6% | $5,403+77.5% |