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 | $518,616 | $82,664+527.4% | $125,339+313.8% | $68,494+657.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.08% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $14,992 | $3,381+343.4% | $4,814+211.5% | $2,596+477.5% |
| Participant deferral / active EE | $13,730 | $6,110+124.7% | $7,446+84.4% | $4,027+240.9% |
| Admin fee / account holder | $6,139 | $6,275-2.2% | $10,010-38.7% | $5,403+13.6% |