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 | $326,387 | $167,307+95.1% | $143,757+127.0% | $134,475+142.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.36% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $22,854 | $5,619+306.7% | $4,951+361.6% | $4,740+382.2% |
| Participant deferral / active EE | $13,260 | $6,446+105.7% | $5,637+135.2% | $6,400+107.2% |
| Admin fee / account holder | $3,802 | $18,088-79.0% | $14,673-74.1% | $11,426-66.7% |