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 | $306,292 | $113,935+168.8% | $94,224+225.1% | $125,391+144.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.13% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,321 | $4,727+33.7% | $3,587+76.2% | $4,866+29.9% |
| Participant deferral / active EE | $7,255 | $5,179+40.1% | $4,320+67.9% | $5,352+35.6% |
| Admin fee / account holder | $3,557 | $8,391-57.6% | $6,269-43.3% | $9,540-62.7% |