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 | $519,209 | $49,280+953.6% | $67,313+671.3% | $64,186+708.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.95% | -1.39%-2.6pp | -4.08%+0.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $24,179 | $1,668+1349.2% | $2,566+842.4% | $2,381+915.6% |
| Participant deferral / active EE | $12,399 | $2,484+399.1% | $3,568+247.5% | $3,470+257.4% |
| Admin fee / account holder | $2,948 | $3,863-23.7% | $4,507-34.6% | $4,888-39.7% |