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 | $351,012 | $73,867+375.2% | $143,757+144.2% | $68,494+412.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.72% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $19,836 | $3,184+522.9% | $4,951+300.6% | $2,596+664.0% |
| Participant deferral / active EE | $11,440 | $3,384+238.0% | $5,637+102.9% | $4,027+184.1% |
| Admin fee / account holder | $35,239 | $5,755+512.4% | $14,673+140.2% | $5,403+552.3% |