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 | $355,673 | $167,307+112.6% | $143,757+147.4% | $134,475+164.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.74% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $7,575 | $5,619+34.8% | $4,951+53.0% | $4,740+59.8% |
| Participant deferral / active EE | $2,929 | $6,446-54.6% | $5,637-48.0% | $6,400-54.2% |
| Admin fee / account holder | $12,149 | $18,088-32.8% | $14,673-17.2% | $11,426+6.3% |