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 | $375,260 | $87,705+327.9% | $63,517+490.8% | $125,391+199.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.03% | 21.70%-21.7pp | -70.30%+70.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $23,292 | $3,601+546.9% | $2,322+903.1% | $4,866+378.7% |
| Participant deferral / active EE | $18,000 | $3,939+356.9% | $2,953+509.5% | $5,352+236.4% |
| Admin fee / account holder | $22,573 | $11,948+88.9% | $5,892+283.1% | $9,540+136.6% |