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 | $300,043 | $82,664+263.0% | $125,339+139.4% | $68,494+338.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.81% | -5.97%-5.8pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $10,247 | $3,381+203.1% | $4,814+112.9% | $2,596+294.7% |
| Participant deferral / active EE | $11,149 | $6,110+82.5% | $7,446+49.7% | $4,027+176.9% |
| Admin fee / account holder | $65,283 | $6,275+940.3% | $10,010+552.2% | $5,403+1108.3% |