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 | $558,884 | $57,354+874.5% | $83,848+566.5% | $64,186+770.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.17% | 11.38%-15.6pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $29,295 | $2,545+1050.9% | $3,631+706.8% | $2,381+1130.4% |
| Participant deferral / active EE | $14,760 | $2,993+393.1% | $4,082+261.6% | $3,470+325.4% |
| Admin fee / account holder | $30,294 | $4,046+648.8% | $5,478+453.0% | $4,888+519.8% |