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 | $254,021 | $142,344+78.5% | $119,609+112.4% | $134,475+88.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.66% | -12.44%+15.1pp | -14.97%+17.6pp | 417.96%-415.3pp |
| Employer contribution / active EE | $1,256 | $5,222-76.0% | $4,232-70.3% | $4,740-73.5% |
| Participant deferral / active EE | $2,512 | $6,469-61.2% | $5,602-55.2% | $6,400-60.8% |
| Admin fee / account holder | $4,855 | $13,584-64.3% | $10,323-53.0% | $11,426-57.5% |