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 | $513,331 | $167,307+206.8% | $143,757+257.1% | $134,475+281.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.30% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $9,859 | $5,619+75.5% | $4,951+99.1% | $4,740+108.0% |
| Participant deferral / active EE | $8,807 | $6,446+36.6% | $5,637+56.2% | $6,400+37.6% |
| Admin fee / account holder | $16,578 | $18,088-8.3% | $14,673+13.0% | $11,426+45.1% |