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 | $278,956 | $72,177+286.5% | $115,037+142.5% | $59,632+367.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.81% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $5,975 | $2,841+110.3% | $4,608+29.7% | $2,203+171.3% |
| Participant deferral / active EE | $9,048 | $4,783+89.2% | $6,026+50.1% | $3,192+183.5% |
| Admin fee / account holder | $2,997 | $4,927-39.2% | $8,175-63.3% | $4,297-30.2% |