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 | $315,731 | $73,867+327.4% | $143,757+119.6% | $68,494+361.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.96% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $24,533 | $3,184+670.5% | $4,951+395.5% | $2,596+844.9% |
| Participant deferral / active EE | $14,256 | $3,384+321.2% | $5,637+152.9% | $4,027+254.0% |
| Admin fee / account holder | $50,309 | $5,755+774.2% | $14,673+242.9% | $5,403+831.2% |