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 | $540,526 | $105,860+410.6% | $90,749+495.6% | $134,475+302.0% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -7.81% | -11.01%+3.2pp | -12.16%+4.4pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,604 | $3,462-53.7% | $2,921-45.1% | $4,740-66.2% |
| Participant deferral / active EE | $2,869 | $5,216-45.0% | $4,564-37.1% | $6,400-55.2% |
| Admin fee / account holder | $26,516 | $13,938+90.2% | $8,445+214.0% | $11,426+132.1% |