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 | $403,349 | $167,307+141.1% | $143,757+180.6% | $134,475+199.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.56% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,574 | $5,619-0.8% | $4,951+12.6% | $4,740+17.6% |
| Participant deferral / active EE | $15,574 | $6,446+141.6% | $5,637+176.3% | $6,400+143.3% |
| Admin fee / account holder | $1,825 | $18,088-89.9% | $14,673-87.6% | $11,426-84.0% |