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 | $281,710 | $167,307+68.4% | $143,757+96.0% | $134,475+109.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.68% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,460 | $5,619-2.8% | $4,951+10.3% | $4,740+15.2% |
| Participant deferral / active EE | $7,511 | $6,446+16.5% | $5,637+33.2% | $6,400+17.4% |
| Admin fee / account holder | $4,575 | $18,088-74.7% | $14,673-68.8% | $11,426-60.0% |