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 | $354,413 | $167,307+111.8% | $143,757+146.5% | $134,475+163.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.93% | 0.46%-8.4pp | -0.04%-7.9pp | 417.96%-425.9pp |
| Employer contribution / active EE | $9,717 | $5,619+72.9% | $4,951+96.3% | $4,740+105.0% |
| Participant deferral / active EE | $12,130 | $6,446+88.2% | $5,637+115.2% | $6,400+89.5% |
| Admin fee / account holder | $6,627 | $18,088-63.4% | $14,673-54.8% | $11,426-42.0% |