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 9-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 | $264,122 | $95,862+175.5% | $79,550+232.0% | $134,475+96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.77% | -2.69%-9.1pp | 0.16%-11.9pp | 417.96%-429.7pp |
| Employer contribution / active EE | $23,106 | $3,128+638.7% | $2,413+857.5% | $4,740+387.5% |
| Participant deferral / active EE | $8,269 | $4,693+76.2% | $3,985+107.5% | $6,400+29.2% |
| Admin fee / account holder | $5,360 | $9,126-41.3% | $6,832-21.6% | $11,426-53.1% |