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 | $293,353 | $92,222+218.1% | $76,768+282.1% | $135,375+116.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $17,167 | $3,216+433.8% | $2,485+590.8% | $4,779+259.2% |
| Participant deferral / active EE | $20,438 | $4,509+353.3% | $3,852+430.6% | $5,609+264.4% |
| Admin fee / account holder | $48,049 | $10,748+347.0% | $6,675+619.9% | $10,827+343.8% |