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 | $388,908 | $82,664+370.5% | $125,339+210.3% | $68,494+467.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.23% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $14,142 | $3,381+318.3% | $4,814+193.8% | $2,596+444.7% |
| Participant deferral / active EE | $8,060 | $6,110+31.9% | $7,446+8.2% | $4,027+100.1% |
| Admin fee / account holder | $85,587 | $6,275+1263.8% | $10,010+755.1% | $5,403+1484.1% |