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 | $466,302 | $167,307+178.7% | $143,757+224.4% | $134,475+246.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.01% | 0.46%-5.5pp | -0.04%-5.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $9,020 | $5,619+60.5% | $4,951+82.2% | $4,740+90.3% |
| Participant deferral / active EE | $10,783 | $6,446+67.3% | $5,637+91.3% | $6,400+68.5% |
| Admin fee / account holder | $18,341 | $18,088+1.4% | $14,673+25.0% | $11,426+60.5% |