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 | $270,762 | $167,484+61.7% | $151,611+78.6% | $134,475+101.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.11% | 7.80%-17.9pp | 3.33%-13.4pp | 417.96%-428.1pp |
| Employer contribution / active EE | $4,215 | $6,829-38.3% | $6,166-31.6% | $4,740-11.1% |
| Participant deferral / active EE | $9,885 | $8,986+10.0% | $8,363+18.2% | $6,400+54.5% |
| Admin fee / account holder | $59,830 | $13,783+334.1% | $11,616+415.1% | $11,426+423.6% |