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 | $473,088 | $73,867+540.5% | $143,757+229.1% | $68,494+590.7% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -14.16% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $16,619 | $3,184+421.9% | $4,951+235.7% | $2,596+540.1% |
| Participant deferral / active EE | $15,686 | $3,384+363.5% | $5,637+178.3% | $4,027+289.5% |
| Admin fee / account holder | $100,995 | $5,755+1655.0% | $14,673+588.3% | $5,403+1769.3% |