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 | $495,964 | $82,664+500.0% | $125,339+295.7% | $68,494+624.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $15,084 | $3,381+346.1% | $4,814+213.4% | $2,596+481.0% |
| Participant deferral / active EE | $7,273 | $6,110+19.0% | $7,446-2.3% | $4,027+80.6% |
| Admin fee / account holder | $7,420 | $6,275+18.2% | $10,010-25.9% | $5,403+37.3% |