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 | $256,014 | $72,177+254.7% | $115,037+122.5% | $59,632+329.3% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $5,044 | $2,841+77.5% | $4,608+9.5% | $2,203+129.0% |
| Participant deferral / active EE | $6,536 | $4,783+36.6% | $6,026+8.4% | $3,192+104.8% |
| Admin fee / account holder | $12,942 | $4,927+162.7% | $8,175+58.3% | $4,297+201.2% |