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 | $335,176 | $149,333+124.4% | $106,387+215.1% | $135,375+147.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.17% | 0.52%-4.7pp | 0.25%-4.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $7,467 | $4,984+49.8% | $3,520+112.2% | $4,779+56.3% |
| Participant deferral / active EE | $14,648 | $7,230+102.6% | $5,421+170.2% | $5,609+161.2% |
| Admin fee / account holder | $60,480 | $15,952+279.1% | $7,510+705.4% | $10,827+458.6% |