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 | $325,151 | $90,590+258.9% | $90,782+258.2% | $135,375+140.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.25% | -3.40%-1.8pp | -3.42%-1.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,086 | $4,352-52.1% | $4,105-49.2% | $4,779-56.4% |
| Participant deferral / active EE | $8,279 | $5,407+53.1% | $5,366+54.3% | $5,609+47.6% |
| Admin fee / account holder | $4,148 | $7,683-46.0% | $5,908-29.8% | $10,827-61.7% |