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 | $457,420 | $81,900+458.5% | $119,609+282.4% | $68,494+567.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.14% | -23.82%+19.7pp | -14.97%+10.8pp | -7.84%+3.7pp |
| Employer contribution / active EE | $35,582 | $2,693+1221.1% | $4,232+740.8% | $2,596+1270.5% |
| Participant deferral / active EE | $3,119 | $4,148-24.8% | $5,602-44.3% | $4,027-22.6% |
| Admin fee / account holder | $11,838 | $6,582+79.9% | $10,323+14.7% | $5,403+119.1% |