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 | $603,907 | $97,044+522.3% | $83,333+624.7% | $135,375+346.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.88% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,581 | $4,143+10.6% | $3,379+35.6% | $4,779-4.1% |
| Participant deferral / active EE | $10,222 | $5,964+71.4% | $5,565+83.7% | $5,609+82.2% |
| Admin fee / account holder | $27,358 | $8,380+226.5% | $7,510+264.3% | $10,827+152.7% |