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 | $314,234 | $167,307+87.8% | $143,757+118.6% | $134,475+133.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.18% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,443 | $5,619-56.5% | $4,951-50.7% | $4,740-48.5% |
| Participant deferral / active EE | $7,424 | $6,446+15.2% | $5,637+31.7% | $6,400+16.0% |
| Admin fee / account holder | $2,438 | $18,088-86.5% | $14,673-83.4% | $11,426-78.7% |