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 | $323,152 | $167,307+93.1% | $143,757+124.8% | $134,475+140.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.09% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $8,042 | $5,619+43.1% | $4,951+62.4% | $4,740+69.7% |
| Participant deferral / active EE | $24,750 | $6,446+284.0% | $5,637+339.1% | $6,400+286.7% |
| Admin fee / account holder | $46,944 | $18,088+159.5% | $14,673+219.9% | $11,426+310.9% |