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 | $542,382 | $73,867+634.3% | $143,757+277.3% | $68,494+691.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.12% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $25,174 | $3,184+690.6% | $4,951+408.5% | $2,596+869.6% |
| Participant deferral / active EE | $17,243 | $3,384+409.5% | $5,637+205.9% | $4,027+328.2% |
| Admin fee / account holder | $102,763 | $5,755+1685.7% | $14,673+600.4% | $5,403+1802.1% |