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 | $585,330 | $82,664+608.1% | $125,339+367.0% | $68,494+754.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,871 | $3,381+103.2% | $4,814+42.7% | $2,596+164.7% |
| Participant deferral / active EE | $7,821 | $6,110+28.0% | $7,446+5.0% | $4,027+94.2% |
| Admin fee / account holder | $34,432 | $6,275+448.7% | $10,010+244.0% | $5,403+537.3% |