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 | $590,257 | $167,307+252.8% | $143,757+310.6% | $134,475+338.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,501 | $5,619-37.7% | $4,951-29.3% | $4,740-26.1% |
| Participant deferral / active EE | $7,292 | $6,446+13.1% | $5,637+29.4% | $6,400+13.9% |
| Admin fee / account holder | $7,203 | $18,088-60.2% | $14,673-50.9% | $11,426-37.0% |