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 | $527,442 | $95,862+450.2% | $79,550+563.0% | $134,475+292.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.14% | -2.69%-0.5pp | 0.16%-3.3pp | 417.96%-421.1pp |
| Employer contribution / active EE | $28,923 | $3,128+824.6% | $2,413+1098.6% | $4,740+510.2% |
| Participant deferral / active EE | $1,596 | $4,693-66.0% | $3,985-59.9% | $6,400-75.1% |
| Admin fee / account holder | $3,508 | $9,126-61.6% | $6,832-48.7% | $11,426-69.3% |