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 | $394,032 | $82,664+376.7% | $125,339+214.4% | $68,494+475.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,865 | $3,381+132.6% | $4,814+63.4% | $2,596+202.9% |
| Participant deferral / active EE | $12,595 | $6,110+106.1% | $7,446+69.1% | $4,027+212.8% |
| Admin fee / account holder | $18,246 | $6,275+190.8% | $10,010+82.3% | $5,403+237.7% |