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 | $269,886 | $85,790+214.6% | $67,313+300.9% | $135,375+99.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.76% | -0.54%-4.2pp | -4.08%-0.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,256 | $3,487+108.1% | $2,566+182.8% | $4,779+51.8% |
| Participant deferral / active EE | $7,272 | $4,651+56.4% | $3,568+103.8% | $5,609+29.7% |
| Admin fee / account holder | $575 | $6,392-91.0% | $4,507-87.2% | $10,827-94.7% |