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 | $401,450 | $127,386+215.1% | $115,037+249.0% | $125,391+220.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.12% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $32,378 | $5,166+526.7% | $4,608+602.7% | $4,866+565.4% |
| Participant deferral / active EE | $4,963 | $6,423-22.7% | $6,026-17.6% | $5,352-7.3% |
| Admin fee / account holder | $3,188 | $9,516-66.5% | $8,175-61.0% | $9,540-66.6% |