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 | $306,652 | $167,307+83.3% | $143,757+113.3% | $134,475+128.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.49% | 0.46%-0.9pp | -0.04%-0.4pp | 417.96%-418.5pp |
| Employer contribution / active EE | $3,070 | $5,619-45.4% | $4,951-38.0% | $4,740-35.2% |
| Participant deferral / active EE | $9,237 | $6,446+43.3% | $5,637+63.9% | $6,400+44.3% |
| Admin fee / account holder | $13,868 | $18,088-23.3% | $14,673-5.5% | $11,426+21.4% |