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 | $658,712 | $147,167+347.6% | $111,392+491.3% | $135,375+386.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.80% | -4.44%-0.4pp | -2.06%-2.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $9,236 | $5,204+77.5% | $4,328+113.4% | $4,779+93.3% |
| Participant deferral / active EE | $10,511 | $6,565+60.1% | $5,567+88.8% | $5,609+87.4% |
| Admin fee / account holder | $32,284 | $20,270+59.3% | $12,266+163.2% | $10,827+198.2% |