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 | $320,240 | $135,635+136.1% | $110,238+190.5% | $135,375+136.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.21% | 513.19%-513.0pp | 314.74%-314.5pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,535 | $4,906-48.3% | $3,826-33.7% | $4,779-46.9% |
| Participant deferral / active EE | $12,036 | $5,506+118.6% | $4,672+157.6% | $5,609+114.6% |
| Admin fee / account holder | $1,962 | $11,457-82.9% | $8,547-77.0% | $10,827-81.9% |