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 | $325,072 | $167,307+94.3% | $143,757+126.1% | $134,475+141.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.45% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $13,609 | $5,619+142.2% | $4,951+174.9% | $4,740+187.1% |
| Participant deferral / active EE | $8,877 | $6,446+37.7% | $5,637+57.5% | $6,400+38.7% |
| Admin fee / account holder | $29,976 | $18,088+65.7% | $14,673+104.3% | $11,426+162.3% |