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 | $260,947 | $211,958+23.1% | $169,463+54.0% | $135,375+92.8% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -5.14% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,206 | $5,120-56.9% | $4,159-47.0% | $4,779-53.8% |
| Participant deferral / active EE | $8,049 | $6,075+32.5% | $5,277+52.5% | $5,609+43.5% |
| Admin fee / account holder | $20,716 | $11,471+80.6% | $9,109+127.4% | $10,827+91.3% |