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 | $394,716 | $82,286+379.7% | $68,791+473.8% | $134,475+193.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -4.07% | -2.19%-1.9pp | -6.38%+2.3pp | 417.96%-422.0pp |
| Employer contribution / active EE | $37,751 | $3,301+1043.8% | $2,655+1321.8% | $4,740+696.5% |
| Participant deferral / active EE | $5,714 | $4,739+20.6% | $3,941+45.0% | $6,400-10.7% |
| Admin fee / account holder | $97,571 | $6,481+1405.6% | $4,932+1878.4% | $11,426+753.9% |