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 | $352,923 | $69,010+411.4% | $159,960+120.6% | $68,494+415.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.06% | -9.65%-4.4pp | 408.60%-422.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $13,841 | $2,213+525.3% | $4,226+227.5% | $2,596+433.1% |
| Participant deferral / active EE | $8,794 | $4,212+108.8% | $6,182+42.2% | $4,027+118.4% |
| Admin fee / account holder | $2,003 | $4,798-58.3% | $8,698-77.0% | $5,403-62.9% |