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 | $742,755 | $167,307+343.9% | $143,757+416.7% | $134,475+452.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.46% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $15,235 | $5,619+171.1% | $4,951+207.7% | $4,740+221.4% |
| Participant deferral / active EE | $10,123 | $6,446+57.0% | $5,637+79.6% | $6,400+58.2% |
| Admin fee / account holder | $4,267 | $18,088-76.4% | $14,673-70.9% | $11,426-62.7% |