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 | $344,042 | $107,791+219.2% | $90,645+279.5% | $135,375+154.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 7.93% | -0.90%+8.8pp | 1.88%+6.0pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,878 | $3,018+61.6% | $2,532+92.7% | $4,779+2.1% |
| Participant deferral / active EE | $1,738 | $3,872-55.1% | $3,425-49.2% | $5,609-69.0% |
| Admin fee / account holder | $3,589 | $5,930-39.5% | $4,994-28.1% | $10,827-66.8% |