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 | $285,232 | $92,222+209.3% | $76,768+271.5% | $135,375+110.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.29% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $13,973 | $3,216+334.5% | $2,485+462.3% | $4,779+192.4% |
| Participant deferral / active EE | $5,894 | $4,509+30.7% | $3,852+53.0% | $5,609+5.1% |
| Admin fee / account holder | $426 | $10,748-96.0% | $6,675-93.6% | $10,827-96.1% |