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 | $305,669 | $211,958+44.2% | $169,463+80.4% | $135,375+125.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.31% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $21,349 | $5,120+317.0% | $4,159+413.3% | $4,779+346.7% |
| Participant deferral / active EE | $9,795 | $6,075+61.2% | $5,277+85.6% | $5,609+74.6% |
| Admin fee / account holder | $1,114 | $11,471-90.3% | $9,109-87.8% | $10,827-89.7% |