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 | $338,941 | $167,307+102.6% | $143,757+135.8% | $134,475+152.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,381 | $5,619-22.0% | $4,951-11.5% | $4,740-7.6% |
| Participant deferral / active EE | $6,572 | $6,446+2.0% | $5,637+16.6% | $6,400+2.7% |
| Admin fee / account holder | $14,476 | $18,088-20.0% | $14,673-1.3% | $11,426+26.7% |