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 | $409,430 | $167,307+144.7% | $143,757+184.8% | $134,475+204.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.84% | 0.46%-8.3pp | -0.04%-7.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,105 | $5,619-44.7% | $4,951-37.3% | $4,740-34.5% |
| Participant deferral / active EE | $2,963 | $6,446-54.0% | $5,637-47.4% | $6,400-53.7% |
| Admin fee / account holder | $18,818 | $18,088+4.0% | $14,673+28.2% | $11,426+64.7% |