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 | $343,661 | $90,590+279.4% | $90,782+278.6% | $135,375+153.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.73% | -3.40%-1.3pp | -3.42%-1.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $20,100 | $4,352+361.8% | $4,105+389.6% | $4,779+320.6% |
| Participant deferral / active EE | $13,169 | $5,407+143.6% | $5,366+145.4% | $5,609+134.8% |
| Admin fee / account holder | $15,952 | $7,683+107.6% | $5,908+170.0% | $10,827+47.3% |