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 | $339,056 | $211,958+60.0% | $169,463+100.1% | $135,375+150.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.41% | 3.26%-5.7pp | 1.83%-4.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $17,567 | $5,120+243.1% | $4,159+322.4% | $4,779+267.6% |
| Participant deferral / active EE | $17,567 | $6,075+189.2% | $5,277+232.9% | $5,609+213.2% |
| Admin fee / account holder | $1,284 | $11,471-88.8% | $9,109-85.9% | $10,827-88.1% |