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 | $334,621 | $95,862+249.1% | $79,550+320.6% | $134,475+148.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,004 | $3,128+187.8% | $2,413+273.1% | $4,740+90.0% |
| Participant deferral / active EE | $6,966 | $4,693+48.4% | $3,985+74.8% | $6,400+8.9% |
| Admin fee / account holder | $808 | $9,126-91.1% | $6,832-88.2% | $11,426-92.9% |