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 | $386,507 | $167,307+131.0% | $143,757+168.9% | $134,475+187.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.32% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $36,890 | $5,619+556.5% | $4,951+645.1% | $4,740+678.3% |
| Participant deferral / active EE | $22,690 | $6,446+252.0% | $5,637+302.5% | $6,400+254.5% |
| Admin fee / account holder | $24,957 | $18,088+38.0% | $14,673+70.1% | $11,426+118.4% |