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 | $440,043 | $167,307+163.0% | $143,757+206.1% | $134,475+227.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,398 | $5,619+31.7% | $4,951+49.4% | $4,740+56.1% |
| Participant deferral / active EE | $4,016 | $6,446-37.7% | $5,637-28.8% | $6,400-37.2% |
| Admin fee / account holder | $76,871 | $18,088+325.0% | $14,673+423.9% | $11,426+572.8% |