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 | $303,301 | $82,664+266.9% | $125,339+142.0% | $68,494+342.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $14,391 | $3,381+325.6% | $4,814+199.0% | $2,596+454.3% |
| Participant deferral / active EE | $17,872 | $6,110+192.5% | $7,446+140.0% | $4,027+343.8% |
| Admin fee / account holder | $9,239 | $6,275+47.2% | $10,010-7.7% | $5,403+71.0% |