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 | $357,011 | $167,307+113.4% | $143,757+148.3% | $134,475+165.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $12,039 | $5,619+114.3% | $4,951+143.2% | $4,740+154.0% |
| Participant deferral / active EE | $7,828 | $6,446+21.4% | $5,637+38.9% | $6,400+22.3% |
| Admin fee / account holder | $15,779 | $18,088-12.8% | $14,673+7.5% | $11,426+38.1% |