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 | $371,654 | $69,518+434.6% | $59,878+520.7% | $135,375+174.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.24% | 7.94%-9.2pp | 3.46%-4.7pp | 519.73%-521.0pp |
| Employer contribution / active EE | $5,694 | $3,235+76.0% | $2,722+109.2% | $4,779+19.1% |
| Participant deferral / active EE | $13,031 | $4,206+209.8% | $3,402+283.0% | $5,609+132.3% |
| Admin fee / account holder | $90,596 | $5,734+1479.9% | $3,590+2423.3% | $10,827+736.8% |