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 | $255,907 | $64,707+295.5% | $112,228+128.0% | $68,494+273.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.12% | -11.40%+5.3pp | 27.45%-33.6pp | -7.84%+1.7pp |
| Employer contribution / active EE | $7,089 | $2,746+158.2% | $3,635+95.0% | $2,596+173.0% |
| Participant deferral / active EE | $8,664 | $3,565+143.0% | $4,728+83.2% | $4,027+115.1% |
| Admin fee / account holder | $40,854 | $5,232+680.8% | $6,410+537.3% | $5,403+656.2% |