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 | $302,936 | $211,958+42.9% | $169,463+78.8% | $135,375+123.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.54% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,113 | $5,120-78.3% | $4,159-73.3% | $4,779-76.7% |
| Participant deferral / active EE | $2,225 | $6,075-63.4% | $5,277-57.8% | $5,609-60.3% |
| Admin fee / account holder | $6,510 | $11,471-43.2% | $9,109-28.5% | $10,827-39.9% |