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 | $251,054 | $167,307+50.1% | $143,757+74.6% | $134,475+86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.32% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,395 | $5,619-57.4% | $4,951-51.6% | $4,740-49.5% |
| Participant deferral / active EE | $4,661 | $6,446-27.7% | $5,637-17.3% | $6,400-27.2% |
| Admin fee / account holder | $2,574 | $18,088-85.8% | $14,673-82.5% | $11,426-77.5% |