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 | $462,835 | $82,664+459.9% | $125,339+269.3% | $68,494+575.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $12,288 | $3,381+263.4% | $4,814+155.3% | $2,596+373.3% |
| Participant deferral / active EE | $7,873 | $6,110+28.8% | $7,446+5.7% | $4,027+95.5% |
| Admin fee / account holder | $19,696 | $6,275+213.9% | $10,010+96.8% | $5,403+264.6% |