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 | $372,495 | $211,958+75.7% | $169,463+119.8% | $135,375+175.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.72% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $15,177 | $5,120+196.4% | $4,159+264.9% | $4,779+217.6% |
| Participant deferral / active EE | $7,744 | $6,075+27.5% | $5,277+46.8% | $5,609+38.1% |
| Admin fee / account holder | $2,506 | $11,471-78.2% | $9,109-72.5% | $10,827-76.9% |