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 | $273,035 | $73,867+269.6% | $143,757+89.9% | $68,494+298.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.85% | 1.01%-4.9pp | -0.04%-3.8pp | -7.84%+4.0pp |
| Employer contribution / active EE | $4,130 | $3,184+29.7% | $4,951-16.6% | $2,596+59.1% |
| Participant deferral / active EE | $2,491 | $3,384-26.4% | $5,637-55.8% | $4,027-38.2% |
| Admin fee / account holder | $21,590 | $5,755+275.2% | $14,673+47.1% | $5,403+299.6% |