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 | $452,577 | $211,958+113.5% | $169,463+167.1% | $135,375+234.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.15% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $8,077 | $5,120+57.8% | $4,159+94.2% | $4,779+69.0% |
| Participant deferral / active EE | $9,800 | $6,075+61.3% | $5,277+85.7% | $5,609+74.7% |
| Admin fee / account holder | $3,506 | $11,471-69.4% | $9,109-61.5% | $10,827-67.6% |