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 | $305,331 | $167,307+82.5% | $143,757+112.4% | $134,475+127.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.75% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $10,000 | $5,619+78.0% | $4,951+102.0% | $4,740+111.0% |
| Participant deferral / active EE | $7,116 | $6,446+10.4% | $5,637+26.2% | $6,400+11.2% |
| Admin fee / account holder | $22,561 | $18,088+24.7% | $14,673+53.8% | $11,426+97.5% |