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 | $258,477 | $127,386+102.9% | $115,037+124.7% | $125,391+106.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.05% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $10,863 | $5,166+110.3% | $4,608+135.7% | $4,866+123.2% |
| Participant deferral / active EE | $3,322 | $6,423-48.3% | $6,026-44.9% | $5,352-37.9% |
| Admin fee / account holder | $3,377 | $9,516-64.5% | $8,175-58.7% | $9,540-64.6% |