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 | $443,825 | $167,307+165.3% | $143,757+208.7% | $134,475+230.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.03% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $6,000 | $5,619+6.8% | $4,951+21.2% | $4,740+26.6% |
| Participant deferral / active EE | $13,850 | $6,446+114.9% | $5,637+145.7% | $6,400+116.4% |
| Admin fee / account holder | $5,200 | $18,088-71.3% | $14,673-64.6% | $11,426-54.5% |