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 | $453,627 | $167,307+171.1% | $143,757+215.6% | $134,475+237.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,311 | $5,619-58.9% | $4,951-53.3% | $4,740-51.3% |
| Participant deferral / active EE | $14,327 | $6,446+122.3% | $5,637+154.2% | $6,400+123.9% |
| Admin fee / account holder | $7,023 | $18,088-61.2% | $14,673-52.1% | $11,426-38.5% |