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 | $416,085 | $167,307+148.7% | $143,757+189.4% | $134,475+209.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.63% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,815 | $5,619+21.3% | $4,951+37.7% | $4,740+43.8% |
| Participant deferral / active EE | $7,468 | $6,446+15.9% | $5,637+32.5% | $6,400+16.7% |
| Admin fee / account holder | $2,664 | $18,088-85.3% | $14,673-81.8% | $11,426-76.7% |