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 | $302,678 | $167,307+80.9% | $143,757+110.5% | $134,475+125.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $6,336 | $5,619+12.8% | $4,951+28.0% | $4,740+33.7% |
| Participant deferral / active EE | $7,625 | $6,446+18.3% | $5,637+35.3% | $6,400+19.1% |
| Admin fee / account holder | $2,791 | $18,088-84.6% | $14,673-81.0% | $11,426-75.6% |