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 | $454,152 | $167,307+171.4% | $143,757+215.9% | $134,475+237.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,134 | $5,619-62.0% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $11,669 | $6,446+81.0% | $5,637+107.0% | $6,400+82.3% |
| Admin fee / account holder | $5,237 | $18,088-71.0% | $14,673-64.3% | $11,426-54.2% |