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 | $314,444 | $95,193+230.3% | $76,523+310.9% | $135,375+132.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.66% | 4.85%-7.5pp | -0.27%-2.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $13,532 | $3,302+309.8% | $2,647+411.2% | $4,779+183.2% |
| Participant deferral / active EE | $8,970 | $4,639+93.3% | $3,835+133.9% | $5,609+59.9% |
| Admin fee / account holder | $2,436 | $6,249-61.0% | $4,848-49.8% | $10,827-77.5% |