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 | $341,225 | $73,867+361.9% | $143,757+137.4% | $68,494+398.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.04% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,542 | $3,184+105.5% | $4,951+32.1% | $2,596+152.0% |
| Participant deferral / active EE | $5,724 | $3,384+69.1% | $5,637+1.5% | $4,027+42.1% |
| Admin fee / account holder | $1,615 | $5,755-71.9% | $14,673-89.0% | $5,403-70.1% |