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 | $357,421 | $107,791+231.6% | $90,645+294.3% | $135,375+164.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.13% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,632 | $3,018+20.3% | $2,532+43.4% | $4,779-24.0% |
| Participant deferral / active EE | $11,257 | $3,872+190.7% | $3,425+228.7% | $5,609+100.7% |
| Admin fee / account holder | $3,543 | $5,930-40.2% | $4,994-29.0% | $10,827-67.3% |