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 | $390,858 | $167,307+133.6% | $143,757+171.9% | $134,475+190.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.75% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,308 | $5,619-58.9% | $4,951-53.4% | $4,740-51.3% |
| Participant deferral / active EE | $3,900 | $6,446-39.5% | $5,637-30.8% | $6,400-39.1% |
| Admin fee / account holder | $17,973 | $18,088-0.6% | $14,673+22.5% | $11,426+57.3% |