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 | $383,193 | $167,307+129.0% | $143,757+166.6% | $134,475+185.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.18% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $13,328 | $5,619+137.2% | $4,951+169.2% | $4,740+181.2% |
| Participant deferral / active EE | $6,192 | $6,446-3.9% | $5,637+9.9% | $6,400-3.2% |
| Admin fee / account holder | $7,571 | $18,088-58.1% | $14,673-48.4% | $11,426-33.7% |