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 | $313,306 | $90,590+245.8% | $90,782+245.1% | $135,375+131.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -0.58% | -3.40%+2.8pp | -3.42%+2.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $9,070 | $4,352+108.4% | $4,105+120.9% | $4,779+89.8% |
| Participant deferral / active EE | $7,593 | $5,407+40.4% | $5,366+41.5% | $5,609+35.4% |
| Admin fee / account holder | $3,871 | $7,683-49.6% | $5,908-34.5% | $10,827-64.2% |