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 | $456,916 | $167,307+173.1% | $143,757+217.8% | $134,475+239.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,955 | $5,619+6.0% | $4,951+20.3% | $4,740+25.6% |
| Participant deferral / active EE | $14,151 | $6,446+119.5% | $5,637+151.0% | $6,400+121.1% |
| Admin fee / account holder | $1,536 | $18,088-91.5% | $14,673-89.5% | $11,426-86.6% |