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 | $489,425 | $167,307+192.5% | $143,757+240.5% | $134,475+264.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.53% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $26,570 | $5,619+372.8% | $4,951+436.7% | $4,740+460.6% |
| Participant deferral / active EE | $10,260 | $6,446+59.2% | $5,637+82.0% | $6,400+60.3% |
| Admin fee / account holder | $6,808 | $18,088-62.4% | $14,673-53.6% | $11,426-40.4% |