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 | $882,624 | $82,664+967.7% | $125,339+604.2% | $68,494+1188.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.71% | -5.97%-8.7pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $15,161 | $3,381+348.4% | $4,814+215.0% | $2,596+483.9% |
| Participant deferral / active EE | $12,776 | $6,110+109.1% | $7,446+71.6% | $4,027+217.2% |
| Admin fee / account holder | $7,369 | $6,275+17.4% | $10,010-26.4% | $5,403+36.4% |