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 7-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 | $360,812 | $83,427+332.5% | $115,756+211.7% | $68,494+426.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 8.16% | -10.95%+19.1pp | 143.14%-135.0pp | -7.84%+16.0pp |
| Employer contribution / active EE | $22,606 | $3,075+635.2% | $3,793+496.0% | $2,596+770.7% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $17,515 | $5,708+206.9% | $8,124+115.6% | $5,403+224.2% |