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 | $287,606 | $211,958+35.7% | $169,463+69.7% | $135,375+112.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.46% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,858 | $5,120-63.7% | $4,159-55.3% | $4,779-61.1% |
| Participant deferral / active EE | $6,947 | $6,075+14.3% | $5,277+31.6% | $5,609+23.9% |
| Admin fee / account holder | $3,075 | $11,471-73.2% | $9,109-66.2% | $10,827-71.6% |