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 | $659,072 | $167,307+293.9% | $143,757+358.5% | $134,475+390.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.52% | 0.46%-4.0pp | -0.04%-3.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $2,329 | $5,619-58.6% | $4,951-53.0% | $4,740-50.9% |
| Participant deferral / active EE | $7,385 | $6,446+14.6% | $5,637+31.0% | $6,400+15.4% |
| Admin fee / account holder | $9,056 | $18,088-49.9% | $14,673-38.3% | $11,426-20.7% |