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 | $464,704 | $92,222+403.9% | $76,768+505.3% | $135,375+243.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.20% | 5.46%-5.7pp | 2.43%-2.6pp | 519.73%-519.9pp |
| Employer contribution / active EE | $3,133 | $3,216-2.6% | $2,485+26.0% | $4,779-34.4% |
| Participant deferral / active EE | $14,532 | $4,509+222.3% | $3,852+277.3% | $5,609+159.1% |
| Admin fee / account holder | $3,702 | $10,748-65.6% | $6,675-44.5% | $10,827-65.8% |