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 | $608,187 | $167,307+263.5% | $143,757+323.1% | $134,475+352.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.57% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $10,664 | $5,619+89.8% | $4,951+115.4% | $4,740+125.0% |
| Participant deferral / active EE | $7,771 | $6,446+20.6% | $5,637+37.9% | $6,400+21.4% |
| Admin fee / account holder | $3,034 | $18,088-83.2% | $14,673-79.3% | $11,426-73.4% |