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 | $286,946 | $92,222+211.1% | $76,768+273.8% | $135,375+112.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.03% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,477 | $3,216+163.6% | $2,485+241.1% | $4,779+77.4% |
| Participant deferral / active EE | $8,539 | $4,509+89.4% | $3,852+121.7% | $5,609+52.2% |
| Admin fee / account holder | $16,510 | $10,748+53.6% | $6,675+147.3% | $10,827+52.5% |