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 | $250,142 | $127,386+96.4% | $115,037+117.4% | $125,391+99.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.37% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $12,777 | $5,166+147.3% | $4,608+177.3% | $4,866+162.6% |
| Participant deferral / active EE | $11,340 | $6,423+76.6% | $6,026+88.2% | $5,352+111.9% |
| Admin fee / account holder | $1,193 | $9,516-87.5% | $8,175-85.4% | $9,540-87.5% |