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 | $491,686 | $82,664+494.8% | $125,339+292.3% | $68,494+617.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $9,494 | $3,381+180.8% | $4,814+97.2% | $2,596+265.7% |
| Participant deferral / active EE | $12,192 | $6,110+99.5% | $7,446+63.7% | $4,027+202.7% |
| Admin fee / account holder | $23,937 | $6,275+281.4% | $10,010+139.1% | $5,403+343.1% |