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 | $360,956 | $73,867+388.7% | $143,757+151.1% | $68,494+427.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.44% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $31,273 | $3,184+882.2% | $4,951+531.7% | $2,596+1104.5% |
| Participant deferral / active EE | $17,079 | $3,384+404.6% | $5,637+203.0% | $4,027+324.1% |
| Admin fee / account holder | $4,412 | $5,755-23.3% | $14,673-69.9% | $5,403-18.3% |