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 | $736,761 | $167,307+340.4% | $143,757+412.5% | $134,475+447.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.09% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $44,800 | $5,619+697.3% | $4,951+804.9% | $4,740+845.2% |
| Participant deferral / active EE | $7,814 | $6,446+21.2% | $5,637+38.6% | $6,400+22.1% |
| Admin fee / account holder | $4,375 | $18,088-75.8% | $14,673-70.2% | $11,426-61.7% |