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 | $268,612 | $95,862+180.2% | $79,550+237.7% | $134,475+99.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.78% | -2.69%-6.1pp | 0.16%-8.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,647 | $3,128+16.6% | $2,413+51.1% | $4,740-23.1% |
| Participant deferral / active EE | $11,603 | $4,693+147.2% | $3,985+191.1% | $6,400+81.3% |
| Admin fee / account holder | $545 | $9,126-94.0% | $6,832-92.0% | $11,426-95.2% |