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 | $428,220 | $167,307+155.9% | $143,757+197.9% | $134,475+218.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.73% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $27,899 | $5,619+396.5% | $4,951+463.5% | $4,740+488.6% |
| Participant deferral / active EE | $15,750 | $6,446+144.3% | $5,637+179.4% | $6,400+146.1% |
| Admin fee / account holder | $8,240 | $18,088-54.4% | $14,673-43.8% | $11,426-27.9% |