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 | $389,164 | $73,867+426.8% | $143,757+170.7% | $68,494+468.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $30,537 | $3,184+859.0% | $4,951+516.8% | $2,596+1076.2% |
| Participant deferral / active EE | $9,106 | $3,384+169.1% | $5,637+61.5% | $4,027+126.1% |
| Admin fee / account holder | $4,046 | $5,755-29.7% | $14,673-72.4% | $5,403-25.1% |