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 | $284,002 | $127,386+122.9% | $115,037+146.9% | $125,391+126.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.32% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $12,117 | $5,166+134.6% | $4,608+163.0% | $4,866+149.0% |
| Participant deferral / active EE | $5,925 | $6,423-7.8% | $6,026-1.7% | $5,352+10.7% |
| Admin fee / account holder | $47,414 | $9,516+398.2% | $8,175+480.0% | $9,540+397.0% |