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 | $352,888 | $92,222+282.7% | $76,768+359.7% | $135,375+160.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.77% | 5.46%-8.2pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $19,552 | $3,216+508.0% | $2,485+686.8% | $4,779+309.2% |
| Participant deferral / active EE | $8,140 | $4,509+80.5% | $3,852+111.3% | $5,609+45.1% |
| Admin fee / account holder | $6,269 | $10,748-41.7% | $6,675-6.1% | $10,827-42.1% |