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 | $379,038 | $91,911+312.4% | $68,793+451.0% | $135,375+180.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -1.56% | -8.22%+6.7pp | -4.63%+3.1pp | 519.73%-521.3pp |
| Employer contribution / active EE | $4,368 | $3,924+11.3% | $2,625+66.4% | $4,779-8.6% |
| Participant deferral / active EE | $11,117 | $4,315+157.6% | $3,311+235.8% | $5,609+98.2% |
| Admin fee / account holder | $10,912 | $9,240+18.1% | $5,131+112.7% | $10,827+0.8% |