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 | $299,854 | $167,307+79.2% | $143,757+108.6% | $134,475+123.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.79% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,818 | $5,619+56.9% | $4,951+78.1% | $4,740+86.1% |
| Participant deferral / active EE | $8,396 | $6,446+30.3% | $5,637+48.9% | $6,400+31.2% |
| Admin fee / account holder | $1,977 | $18,088-89.1% | $14,673-86.5% | $11,426-82.7% |