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 | $302,742 | $147,167+105.7% | $111,392+171.8% | $135,375+123.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | 0.94% | -4.44%+5.4pp | -2.06%+3.0pp | 519.73%-518.8pp |
| Employer contribution / active EE | $15,355 | $5,204+195.1% | $4,328+254.8% | $4,779+221.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,790 | $20,270-71.4% | $12,266-52.8% | $10,827-46.5% |