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 | $256,802 | $131,829+94.8% | $108,579+136.5% | $273,961-6.3% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.6%+15.7pp | 83.0%+12.2pp |
| Annual return | 8.04% | -91.57%+99.6pp | -51.70%+59.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $16,767 | $4,912+241.3% | $3,758+346.1% | $4,869+244.4% |
| Participant deferral / active EE | $10,400 | $5,127+102.8% | $4,311+141.3% | $5,287+96.7% |
| Admin fee / account holder | $19,327 | $10,252+88.5% | $7,645+152.8% | $10,132+90.7% |