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 | $572,311 | $73,867+674.8% | $143,757+298.1% | $68,494+735.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.15% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $31,902 | $3,184+901.9% | $4,951+544.4% | $2,596+1128.8% |
| Participant deferral / active EE | $12,568 | $3,384+271.4% | $5,637+123.0% | $4,027+212.1% |
| Admin fee / account holder | $25,426 | $5,755+341.8% | $14,673+73.3% | $5,403+370.6% |