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 | $252,055 | $92,222+173.3% | $76,768+228.3% | $135,375+86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,222 | $3,216-30.9% | $2,485-10.6% | $4,779-53.5% |
| Participant deferral / active EE | $13,806 | $4,509+206.2% | $3,852+258.4% | $5,609+146.1% |
| Admin fee / account holder | $3,697 | $10,748-65.6% | $6,675-44.6% | $10,827-65.9% |