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 | $361,676 | $167,307+116.2% | $143,757+151.6% | $134,475+169.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.15% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,146 | $5,619-61.8% | $4,951-56.6% | $4,740-54.7% |
| Participant deferral / active EE | $10,098 | $6,446+56.7% | $5,637+79.1% | $6,400+57.8% |
| Admin fee / account holder | $15,986 | $18,088-11.6% | $14,673+8.9% | $11,426+39.9% |