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 | $393,292 | $82,664+375.8% | $125,339+213.8% | $68,494+474.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.19% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $9,847 | $3,381+191.3% | $4,814+104.6% | $2,596+279.3% |
| Participant deferral / active EE | $15,553 | $6,110+154.5% | $7,446+108.9% | $4,027+286.2% |
| Admin fee / account holder | $5,631 | $6,275-10.3% | $10,010-43.7% | $5,403+4.2% |