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 | $263,511 | $82,286+220.2% | $68,791+283.1% | $134,475+96.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.27% | -2.19%-11.1pp | -6.38%-6.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $4,249 | $3,301+28.7% | $2,655+60.0% | $4,740-10.4% |
| Participant deferral / active EE | $15,500 | $4,739+227.1% | $3,941+293.3% | $6,400+142.2% |
| Admin fee / account holder | $8,449 | $6,481+30.4% | $4,932+71.3% | $11,426-26.1% |