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 | $775,087 | $73,867+949.3% | $143,757+439.2% | $68,494+1031.6% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -12.68% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $31,466 | $3,184+888.2% | $4,951+535.6% | $2,596+1112.0% |
| Participant deferral / active EE | $19,060 | $3,384+463.2% | $5,637+238.1% | $4,027+373.3% |
| Admin fee / account holder | $191,384 | $5,755+3225.7% | $14,673+1204.3% | $5,403+3442.3% |