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 | $526,364 | $211,958+148.3% | $169,463+210.6% | $135,375+288.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.22% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,659 | $5,120-67.6% | $4,159-60.1% | $4,779-65.3% |
| Participant deferral / active EE | $13,614 | $6,075+124.1% | $5,277+158.0% | $5,609+142.7% |
| Admin fee / account holder | $4,289 | $11,471-62.6% | $9,109-52.9% | $10,827-60.4% |