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 | $280,482 | $92,222+204.1% | $76,768+265.4% | $135,375+107.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.16% | 5.46%-8.6pp | 2.43%-5.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $25,784 | $3,216+701.8% | $2,485+937.5% | $4,779+439.6% |
| Participant deferral / active EE | $7,437 | $4,509+64.9% | $3,852+93.1% | $5,609+32.6% |
| Admin fee / account holder | $35,202 | $10,748+227.5% | $6,675+427.4% | $10,827+225.1% |