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 | $310,015 | $99,032+213.0% | $80,019+287.4% | $135,375+129.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 15.39%-20.9pp | 11.22%-16.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,446 | $3,043+13.2% | $2,468+39.6% | $4,779-27.9% |
| Participant deferral / active EE | $4,398 | $4,282+2.7% | $3,686+19.3% | $5,609-21.6% |
| Admin fee / account holder | $12,034 | $10,436+15.3% | $6,521+84.5% | $10,827+11.1% |