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 | $348,487 | $127,100+174.2% | $105,738+229.6% | $135,375+157.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.70% | 4.49%-12.2pp | 6.27%-14.0pp | 519.73%-527.4pp |
| Employer contribution / active EE | $22,125 | $4,107+438.7% | $3,268+577.0% | $4,779+363.0% |
| Participant deferral / active EE | $15,375 | $5,064+203.6% | $4,080+276.8% | $5,609+174.1% |
| Admin fee / account holder | $1,764 | $9,087-80.6% | $6,913-74.5% | $10,827-83.7% |