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 | $344,718 | $167,307+106.0% | $143,757+139.8% | $134,475+156.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.14% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $18,061 | $5,619+221.4% | $4,951+264.8% | $4,740+281.1% |
| Participant deferral / active EE | $6,604 | $6,446+2.5% | $5,637+17.2% | $6,400+3.2% |
| Admin fee / account holder | $14,606 | $18,088-19.2% | $14,673-0.5% | $11,426+27.8% |