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 | $391,844 | $167,307+134.2% | $143,757+172.6% | $134,475+191.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.71% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,546 | $5,619-72.5% | $4,951-68.8% | $4,740-67.4% |
| Participant deferral / active EE | $9,814 | $6,446+52.2% | $5,637+74.1% | $6,400+53.3% |
| Admin fee / account holder | $120,768 | $18,088+567.7% | $14,673+723.1% | $11,426+957.0% |