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 | $399,132 | $167,307+138.6% | $143,757+177.6% | $134,475+196.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.33% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,866 | $5,619+22.2% | $4,951+38.7% | $4,740+44.9% |
| Participant deferral / active EE | $7,016 | $6,446+8.9% | $5,637+24.5% | $6,400+9.6% |
| Admin fee / account holder | $8,795 | $18,088-51.4% | $14,673-40.1% | $11,426-23.0% |