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 | $446,809 | $82,664+440.5% | $125,339+256.5% | $68,494+552.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.00% | -5.97%-9.0pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $13,985 | $3,381+313.6% | $4,814+190.5% | $2,596+438.6% |
| Participant deferral / active EE | $13,093 | $6,110+114.3% | $7,446+75.8% | $4,027+225.1% |
| Admin fee / account holder | $7,505 | $6,275+19.6% | $10,010-25.0% | $5,403+38.9% |