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 | $673,393 | $73,867+811.6% | $143,757+368.4% | $68,494+883.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.21% | 1.01%-8.2pp | -0.04%-7.2pp | -7.84%+0.6pp |
| Employer contribution / active EE | $22,151 | $3,184+595.7% | $4,951+347.4% | $2,596+753.2% |
| Participant deferral / active EE | $16,538 | $3,384+388.6% | $5,637+193.4% | $4,027+310.6% |
| Admin fee / account holder | $4,012 | $5,755-30.3% | $14,673-72.7% | $5,403-25.7% |