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 | $477,170 | $167,307+185.2% | $143,757+231.9% | $134,475+254.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.82% | 0.46%-9.3pp | -0.04%-8.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $19,998 | $5,619+255.9% | $4,951+303.9% | $4,740+321.9% |
| Participant deferral / active EE | $12,540 | $6,446+94.5% | $5,637+122.5% | $6,400+95.9% |
| Admin fee / account holder | $2,115 | $18,088-88.3% | $14,673-85.6% | $11,426-81.5% |