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 | $252,244 | $167,307+50.8% | $143,757+75.5% | $134,475+87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,831 | $5,619-31.8% | $4,951-22.6% | $4,740-19.2% |
| Participant deferral / active EE | $11,479 | $6,446+78.1% | $5,637+103.6% | $6,400+79.4% |
| Admin fee / account holder | $87,453 | $18,088+383.5% | $14,673+496.0% | $11,426+665.4% |