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 | $390,711 | $92,222+323.7% | $76,768+408.9% | $135,375+188.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 5.46%-9.7pp | 2.43%-6.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,101 | $3,216+58.6% | $2,485+105.3% | $4,779+6.7% |
| Participant deferral / active EE | $5,265 | $4,509+16.8% | $3,852+36.7% | $5,609-6.1% |
| Admin fee / account holder | $162,997 | $10,748+1416.5% | $6,675+2341.9% | $10,827+1405.5% |