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 | $538,166 | $110,094+388.8% | $151,611+255.0% | $68,494+685.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.00% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $46,102 | $4,471+931.2% | $6,166+647.7% | $2,596+1675.7% |
| Participant deferral / active EE | $4,271 | $6,527-34.6% | $8,363-48.9% | $4,027+6.1% |
| Admin fee / account holder | $29,205 | $7,719+278.4% | $11,616+151.4% | $5,403+440.6% |