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 | $322,532 | $95,193+238.8% | $76,523+321.5% | $135,375+138.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | 4.85%-9.1pp | -0.27%-4.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $9,094 | $3,302+175.4% | $2,647+243.5% | $4,779+90.3% |
| Participant deferral / active EE | $12,250 | $4,639+164.0% | $3,835+219.4% | $5,609+118.4% |
| Admin fee / account holder | $23,546 | $6,249+276.8% | $4,848+385.7% | $10,827+117.5% |