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 | $366,653 | $82,664+343.5% | $125,339+192.5% | $68,494+435.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.76% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $15,570 | $3,381+360.5% | $4,814+223.5% | $2,596+499.7% |
| Participant deferral / active EE | $12,812 | $6,110+109.7% | $7,446+72.1% | $4,027+218.1% |
| Admin fee / account holder | $6,972 | $6,275+11.1% | $10,010-30.3% | $5,403+29.1% |