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 | $793,487 | $73,867+974.2% | $143,757+452.0% | $68,494+1058.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.32% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $31,091 | $3,184+876.4% | $4,951+528.0% | $2,596+1097.5% |
| Participant deferral / active EE | $20,626 | $3,384+509.4% | $5,637+265.9% | $4,027+412.2% |
| Admin fee / account holder | $1,917 | $5,755-66.7% | $14,673-86.9% | $5,403-64.5% |