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 5-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 | $259,715 | $142,344+82.5% | $119,609+117.1% | $134,475+93.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.48% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $25,628 | $5,222+390.8% | $4,232+505.6% | $4,740+440.7% |
| Participant deferral / active EE | $2,167 | $6,469-66.5% | $5,602-61.3% | $6,400-66.1% |
| Admin fee / account holder | $2,108 | $13,584-84.5% | $10,323-79.6% | $11,426-81.5% |