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 | $263,346 | $92,222+185.6% | $76,768+243.0% | $135,375+94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.70% | 5.46%-11.2pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,020 | $3,216+211.6% | $2,485+303.2% | $4,779+109.7% |
| Participant deferral / active EE | $14,571 | $4,509+223.2% | $3,852+278.3% | $5,609+159.8% |
| Admin fee / account holder | $10,032 | $10,748-6.7% | $6,675+50.3% | $10,827-7.3% |