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 | $621,594 | $211,958+193.3% | $169,463+266.8% | $135,375+359.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.20% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,505 | $5,120-12.0% | $4,159+8.3% | $4,779-5.7% |
| Participant deferral / active EE | $10,976 | $6,075+80.7% | $5,277+108.0% | $5,609+95.7% |
| Admin fee / account holder | $7,819 | $11,471-31.8% | $9,109-14.2% | $10,827-27.8% |