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 | $267,196 | $211,958+26.1% | $169,463+57.7% | $135,375+97.4% |
| Participation rate | 95.0% | 82.6%+12.4pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -6.27% | 3.26%-9.5pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,074 | $5,120-59.5% | $4,159-50.1% | $4,779-56.6% |
| Participant deferral / active EE | $12,460 | $6,075+105.1% | $5,277+136.1% | $5,609+122.1% |
| Admin fee / account holder | $1,616 | $11,471-85.9% | $9,109-82.3% | $10,827-85.1% |