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 | $398,607 | $175,600+127.0% | $129,110+208.7% | $134,475+196.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.99% | -11.39%-5.6pp | -10.94%-6.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,746 | $6,355+6.1% | $5,052+33.5% | $4,740+42.3% |
| Participant deferral / active EE | $13,317 | $7,975+67.0% | $6,542+103.6% | $6,400+108.1% |
| Admin fee / account holder | $12,879 | $23,567-45.4% | $14,302-9.9% | $11,426+12.7% |