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 | $266,295 | $211,958+25.6% | $169,463+57.1% | $135,375+96.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.50% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $15,500 | $5,120+202.8% | $4,159+272.7% | $4,779+224.4% |
| Participant deferral / active EE | $24,500 | $6,075+303.3% | $5,277+364.3% | $5,609+336.8% |
| Admin fee / account holder | $2,488 | $11,471-78.3% | $9,109-72.7% | $10,827-77.0% |