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 | $470,870 | $167,307+181.4% | $143,757+227.5% | $134,475+250.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.06% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,823 | $5,619+21.4% | $4,951+37.8% | $4,740+44.0% |
| Participant deferral / active EE | $8,380 | $6,446+30.0% | $5,637+48.7% | $6,400+30.9% |
| Admin fee / account holder | $2,008 | $18,088-88.9% | $14,673-86.3% | $11,426-82.4% |