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 | $250,605 | $69,518+260.5% | $59,878+318.5% | $135,375+85.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.25% | 7.94%-13.2pp | 3.46%-8.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,452 | $3,235+223.1% | $2,722+284.0% | $4,779+118.7% |
| Participant deferral / active EE | $8,047 | $4,206+91.3% | $3,402+136.6% | $5,609+43.5% |
| Admin fee / account holder | $4,025 | $5,734-29.8% | $3,590+12.1% | $10,827-62.8% |