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 | $491,344 | $82,664+494.4% | $125,339+292.0% | $68,494+617.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.92% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $19,009 | $3,381+462.2% | $4,814+294.9% | $2,596+632.2% |
| Participant deferral / active EE | $6,921 | $6,110+13.3% | $7,446-7.1% | $4,027+71.9% |
| Admin fee / account holder | $9,558 | $6,275+52.3% | $10,010-4.5% | $5,403+76.9% |