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 | $296,984 | $73,867+302.1% | $143,757+106.6% | $68,494+333.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.89% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $10,419 | $3,184+227.2% | $4,951+110.4% | $2,596+301.3% |
| Participant deferral / active EE | $8,003 | $3,384+136.5% | $5,637+42.0% | $4,027+98.7% |
| Admin fee / account holder | $1,035 | $5,755-82.0% | $14,673-92.9% | $5,403-80.8% |