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 6-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 | $325,932 | $142,344+129.0% | $119,609+172.5% | $134,475+142.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.94% | -12.44%+0.5pp | -14.97%+3.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $29,100 | $5,222+457.3% | $4,232+587.6% | $4,740+514.0% |
| Participant deferral / active EE | $16,945 | $6,469+161.9% | $5,602+202.5% | $6,400+164.8% |
| Admin fee / account holder | $12,897 | $13,584-5.1% | $10,323+24.9% | $11,426+12.9% |