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 | $258,028 | $92,222+179.8% | $76,768+236.1% | $135,375+90.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.86% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,991 | $3,216-38.1% | $2,485-19.9% | $4,779-58.3% |
| Participant deferral / active EE | $4,982 | $4,509+10.5% | $3,852+29.3% | $5,609-11.2% |
| Admin fee / account holder | $3,844 | $10,748-64.2% | $6,675-42.4% | $10,827-64.5% |