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 | $276,255 | $92,222+199.6% | $76,768+259.9% | $135,375+104.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,834 | $3,216-11.9% | $2,485+14.1% | $4,779-40.7% |
| Participant deferral / active EE | $5,514 | $4,509+22.3% | $3,852+43.2% | $5,609-1.7% |
| Admin fee / account holder | $3,848 | $10,748-64.2% | $6,675-42.4% | $10,827-64.5% |