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 | $542,839 | $167,307+224.5% | $143,757+277.6% | $134,475+303.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.25% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $16,330 | $5,619+190.6% | $4,951+229.8% | $4,740+244.5% |
| Participant deferral / active EE | $9,546 | $6,446+48.1% | $5,637+69.3% | $6,400+49.2% |
| Admin fee / account holder | $5,519 | $18,088-69.5% | $14,673-62.4% | $11,426-51.7% |