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 | $294,141 | $95,862+206.8% | $79,550+269.8% | $134,475+118.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.14% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,712 | $3,128+50.6% | $2,413+95.3% | $4,740-0.6% |
| Participant deferral / active EE | $6,463 | $4,693+37.7% | $3,985+62.2% | $6,400+1.0% |
| Admin fee / account holder | $12,131 | $9,126+32.9% | $6,832+77.6% | $11,426+6.2% |