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 | $814,277 | $167,307+386.7% | $143,757+466.4% | $134,475+505.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.21% | 0.46%-2.7pp | -0.04%-2.2pp | 417.96%-420.2pp |
| Employer contribution / active EE | $1,689 | $5,619-69.9% | $4,951-65.9% | $4,740-64.4% |
| Participant deferral / active EE | $2,310 | $6,446-64.2% | $5,637-59.0% | $6,400-63.9% |
| Admin fee / account holder | $6,474 | $18,088-64.2% | $14,673-55.9% | $11,426-43.3% |