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 | $348,184 | $82,664+321.2% | $125,339+177.8% | $68,494+408.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $9,188 | $3,381+171.7% | $4,814+90.9% | $2,596+253.9% |
| Participant deferral / active EE | $7,443 | $6,110+21.8% | $7,4460% | $4,027+84.8% |
| Admin fee / account holder | $6,259 | $6,275-0.3% | $10,010-37.5% | $5,403+15.9% |