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 9-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 | $259,335 | $142,344+82.2% | $119,609+116.8% | $134,475+92.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.31% | -12.44%-6.9pp | -14.97%-4.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $35,485 | $5,222+579.5% | $4,232+738.5% | $4,740+648.7% |
| Participant deferral / active EE | $9,000 | $6,469+39.1% | $5,602+60.7% | $6,400+40.6% |
| Admin fee / account holder | $2,277 | $13,584-83.2% | $10,323-77.9% | $11,426-80.1% |