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 | $681,238 | $82,664+724.1% | $125,339+443.5% | $68,494+894.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -14.28% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,980 | $3,381+47.3% | $4,814+3.4% | $2,596+91.8% |
| Participant deferral / active EE | $4,672 | $6,110-23.5% | $7,446-37.3% | $4,027+16.0% |
| Admin fee / account holder | $52,504 | $6,275+736.7% | $10,010+424.5% | $5,403+871.8% |