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 | $271,721 | $167,307+62.4% | $143,757+89.0% | $134,475+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.64% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $8,940 | $5,619+59.1% | $4,951+80.6% | $4,740+88.6% |
| Participant deferral / active EE | $10,187 | $6,446+58.0% | $5,637+80.7% | $6,400+59.2% |
| Admin fee / account holder | $1,543 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |