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 | $257,192 | $82,286+212.6% | $68,791+273.9% | $134,475+91.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -10.65% | -2.19%-8.5pp | -6.38%-4.3pp | 417.96%-428.6pp |
| Employer contribution / active EE | $11,013 | $3,301+233.7% | $2,655+314.8% | $4,740+132.4% |
| Participant deferral / active EE | $5,825 | $4,739+22.9% | $3,941+47.8% | $6,400-9.0% |
| Admin fee / account holder | $22,878 | $6,481+253.0% | $4,932+363.9% | $11,426+100.2% |