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 | $514,083 | $81,900+527.7% | $119,609+329.8% | $68,494+650.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.37% | -23.82%+7.4pp | -14.97%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $25,025 | $2,693+829.1% | $4,232+491.3% | $2,596+863.9% |
| Participant deferral / active EE | $6,894 | $4,148+66.2% | $5,602+23.1% | $4,027+71.2% |
| Admin fee / account holder | $3,388 | $6,582-48.5% | $10,323-67.2% | $5,403-37.3% |