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 | $290,253 | $72,404+300.9% | $110,238+163.3% | $64,186+352.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.37% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,934 | $2,282+160.1% | $3,826+55.1% | $2,381+149.2% |
| Participant deferral / active EE | $11,110 | $3,469+220.2% | $4,672+137.8% | $3,470+220.2% |
| Admin fee / account holder | $1,391 | $5,664-75.4% | $8,547-83.7% | $4,888-71.5% |