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 | $354,185 | $133,958+164.4% | $112,228+215.6% | $134,475+163.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.76% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,292 | $4,038-43.2% | $3,635-36.9% | $4,740-51.6% |
| Participant deferral / active EE | $12,972 | $5,291+145.2% | $4,728+174.4% | $6,400+102.7% |
| Admin fee / account holder | $2,158 | $7,489-71.2% | $6,410-66.3% | $11,426-81.1% |