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 | $852,655 | $81,900+941.1% | $119,609+612.9% | $68,494+1144.9% |
| Participation rate | 83.1% | 71.9%+11.2pp | 79.3%+3.8pp | 67.9%+15.2pp |
| Annual return | 10.12% | -23.82%+33.9pp | -14.97%+25.1pp | -7.84%+18.0pp |
| Employer contribution / active EE | $29,831 | $2,693+1007.5% | $4,232+604.9% | $2,596+1049.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,338 | $6,582-64.5% | $10,323-77.3% | $5,403-56.7% |