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 | $421,332 | $167,307+151.8% | $143,757+193.1% | $134,475+213.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.15% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $10,400 | $5,619+85.1% | $4,951+110.1% | $4,740+119.4% |
| Participant deferral / active EE | $12,037 | $6,446+86.7% | $5,637+113.5% | $6,400+88.1% |
| Admin fee / account holder | $15,978 | $18,088-11.7% | $14,673+8.9% | $11,426+39.8% |