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 | $358,658 | $85,790+318.1% | $67,313+432.8% | $135,375+164.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.20% | -0.54%-3.7pp | -4.08%-0.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $6,400 | $3,487+83.5% | $2,566+149.5% | $4,779+33.9% |
| Participant deferral / active EE | $11,823 | $4,651+154.2% | $3,568+231.3% | $5,609+110.8% |
| Admin fee / account holder | $6,030 | $6,392-5.7% | $4,507+33.8% | $10,827-44.3% |