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 | $311,942 | $92,222+238.3% | $76,768+306.3% | $135,375+130.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.16% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,603 | $3,216+105.3% | $2,485+165.7% | $4,779+38.2% |
| Participant deferral / active EE | $8,441 | $4,509+87.2% | $3,852+119.2% | $5,609+50.5% |
| Admin fee / account holder | $2,548 | $10,748-76.3% | $6,675-61.8% | $10,827-76.5% |