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 | $536,111 | $147,167+264.3% | $111,392+381.3% | $135,375+296.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.51% | -4.44%+1.9pp | -2.06%-0.5pp | 519.73%-522.2pp |
| Employer contribution / active EE | $12,034 | $5,204+131.2% | $4,328+178.1% | $4,779+151.8% |
| Participant deferral / active EE | $12,429 | $6,565+89.3% | $5,567+123.3% | $5,609+121.6% |
| Admin fee / account holder | $3,848 | $20,270-81.0% | $12,266-68.6% | $10,827-64.5% |