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 | $657,912 | $167,307+293.2% | $143,757+357.7% | $134,475+389.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | 0.46%-12.7pp | -0.04%-12.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $13,816 | $5,619+145.9% | $4,951+179.1% | $4,740+191.5% |
| Participant deferral / active EE | $14,791 | $6,446+129.5% | $5,637+162.4% | $6,400+131.1% |
| Admin fee / account holder | $1,297 | $18,088-92.8% | $14,673-91.2% | $11,426-88.6% |