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 | $458,132 | $167,307+173.8% | $143,757+218.7% | $134,475+240.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $11,808 | $5,619+110.1% | $4,951+138.5% | $4,740+149.1% |
| Participant deferral / active EE | $13,616 | $6,446+111.2% | $5,637+141.6% | $6,400+112.8% |
| Admin fee / account holder | $6,627 | $18,088-63.4% | $14,673-54.8% | $11,426-42.0% |