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 | $272,730 | $167,307+63.0% | $143,757+89.7% | $134,475+102.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $9,226 | $5,619+64.2% | $4,951+86.3% | $4,740+94.7% |
| Participant deferral / active EE | $9,520 | $6,446+47.7% | $5,637+68.9% | $6,400+48.8% |
| Admin fee / account holder | $2,255 | $18,088-87.5% | $14,673-84.6% | $11,426-80.3% |