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 | $257,362 | $92,222+179.1% | $76,768+235.2% | $135,375+90.1% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -4.70% | 5.46%-10.2pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,801 | $3,216+18.2% | $2,485+52.9% | $4,779-20.5% |
| Participant deferral / active EE | $4,077 | $4,509-9.6% | $3,852+5.9% | $5,609-27.3% |
| Admin fee / account holder | $28,583 | $10,748+165.9% | $6,675+328.2% | $10,827+164.0% |