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 | $266,776 | $82,286+224.2% | $68,791+287.8% | $134,475+98.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.99% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $8,782 | $3,301+166.1% | $2,655+230.7% | $4,740+85.3% |
| Participant deferral / active EE | $18,150 | $4,739+283.0% | $3,941+360.5% | $6,400+183.6% |
| Admin fee / account holder | $6,549 | $6,481+1.1% | $4,932+32.8% | $11,426-42.7% |