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 | $262,009 | $175,600+49.2% | $129,110+102.9% | $134,475+94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | -11.39%-1.9pp | -10.94%-2.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $9,768 | $6,355+53.7% | $5,052+93.3% | $4,740+106.1% |
| Participant deferral / active EE | $11,206 | $7,975+40.5% | $6,542+71.3% | $6,400+75.1% |
| Admin fee / account holder | $70,376 | $23,567+198.6% | $14,302+392.1% | $11,426+515.9% |