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 | $288,605 | $90,590+218.6% | $90,782+217.9% | $135,375+113.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.09% | -3.40%-2.7pp | -3.42%-2.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,773 | $4,352-59.3% | $4,105-56.8% | $4,779-62.9% |
| Participant deferral / active EE | $7,106 | $5,407+31.4% | $5,366+32.4% | $5,609+26.7% |
| Admin fee / account holder | $13,396 | $7,683+74.4% | $5,908+126.8% | $10,827+23.7% |