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 | $778,154 | $91,911+746.6% | $68,793+1031.1% | $135,375+474.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.64% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,153 | $3,924+5.9% | $2,625+58.2% | $4,779-13.1% |
| Participant deferral / active EE | $16,333 | $4,315+278.5% | $3,311+393.3% | $5,609+191.2% |
| Admin fee / account holder | $4,309 | $9,240-53.4% | $5,131-16.0% | $10,827-60.2% |