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 8-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 | $270,788 | $142,344+90.2% | $119,609+126.4% | $134,475+101.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.15% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,398 | $5,222+41.7% | $4,232+74.8% | $4,740+56.1% |
| Participant deferral / active EE | $15,792 | $6,469+144.1% | $5,602+181.9% | $6,400+146.8% |
| Admin fee / account holder | $33,037 | $13,584+143.2% | $10,323+220.0% | $11,426+189.1% |