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 6-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 | $389,499 | $175,600+121.8% | $129,110+201.7% | $134,475+189.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -12.72% | -11.39%-1.3pp | -10.94%-1.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $11,800 | $6,355+85.7% | $5,052+133.6% | $4,740+149.0% |
| Participant deferral / active EE | $8,951 | $7,975+12.2% | $6,542+36.8% | $6,400+39.9% |
| Admin fee / account holder | $1,632 | $23,567-93.1% | $14,302-88.6% | $11,426-85.7% |