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 | $296,398 | $127,100+133.2% | $105,738+180.3% | $135,375+118.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.03% | 4.49%-9.5pp | 6.27%-11.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $12,950 | $4,107+215.3% | $3,268+296.2% | $4,779+171.0% |
| Participant deferral / active EE | $13,093 | $5,064+158.5% | $4,080+220.9% | $5,609+133.4% |
| Admin fee / account holder | $3,933 | $9,087-56.7% | $6,913-43.1% | $10,827-63.7% |