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 | $263,340 | $82,286+220.0% | $68,791+282.8% | $134,475+95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.62% | -2.19%-5.4pp | -6.38%-1.2pp | 417.96%-425.6pp |
| Employer contribution / active EE | $47,333 | $3,301+1334.1% | $2,655+1682.7% | $4,740+898.7% |
| Participant deferral / active EE | $15,833 | $4,739+234.1% | $3,941+301.8% | $6,400+147.4% |
| Admin fee / account holder | $4,033 | $6,481-37.8% | $4,932-18.2% | $11,426-64.7% |