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 | $265,600 | $92,222+188.0% | $76,768+246.0% | $135,375+96.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | 5.46%-13.8pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,937 | $3,216+22.4% | $2,485+58.4% | $4,779-17.6% |
| Participant deferral / active EE | $17,709 | $4,509+292.8% | $3,852+359.8% | $5,609+215.7% |
| Admin fee / account holder | $707 | $10,748-93.4% | $6,675-89.4% | $10,827-93.5% |