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 | $379,707 | $127,100+198.7% | $105,738+259.1% | $135,375+180.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -0.38% | 4.49%-4.9pp | 6.27%-6.7pp | 519.73%-520.1pp |
| Employer contribution / active EE | $3,536 | $4,107-13.9% | $3,268+8.2% | $4,779-26.0% |
| Participant deferral / active EE | $14,042 | $5,064+177.3% | $4,080+244.2% | $5,609+150.4% |
| Admin fee / account holder | $3,787 | $9,087-58.3% | $6,913-45.2% | $10,827-65.0% |