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 | $271,873 | $73,867+268.1% | $143,757+89.1% | $68,494+296.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.38% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $19,203 | $3,184+503.1% | $4,951+287.9% | $2,596+639.6% |
| Participant deferral / active EE | $7,644 | $3,384+125.9% | $5,637+35.6% | $4,027+89.8% |
| Admin fee / account holder | $795 | $5,755-86.2% | $14,673-94.6% | $5,403-85.3% |