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 | $265,063 | $142,344+86.2% | $119,609+121.6% | $134,475+97.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.84% | -12.44%+1.6pp | -14.97%+4.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $13,462 | $5,222+157.8% | $4,232+218.1% | $4,740+184.0% |
| Participant deferral / active EE | $8,196 | $6,469+26.7% | $5,602+46.3% | $6,400+28.1% |
| Admin fee / account holder | $137,423 | $13,584+911.7% | $10,323+1231.2% | $11,426+1102.7% |