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 | $374,095 | $211,958+76.5% | $169,463+120.8% | $135,375+176.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.47% | 3.26%-10.7pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,925 | $5,120+15.7% | $4,159+42.5% | $4,779+24.0% |
| Participant deferral / active EE | $12,640 | $6,075+108.1% | $5,277+139.5% | $5,609+125.4% |
| Admin fee / account holder | $22,114 | $11,471+92.8% | $9,109+142.8% | $10,827+104.3% |