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 | $279,176 | $211,958+31.7% | $169,463+64.7% | $135,375+106.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.84% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $14,873 | $5,120+190.5% | $4,159+257.6% | $4,779+211.2% |
| Participant deferral / active EE | $10,010 | $6,075+64.8% | $5,277+89.7% | $5,609+78.5% |
| Admin fee / account holder | $1,563 | $11,471-86.4% | $9,109-82.8% | $10,827-85.6% |