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 | $278,946 | $211,958+31.6% | $169,463+64.6% | $135,375+106.1% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -6.30% | 3.26%-9.6pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,997 | $5,120-61.0% | $4,159-52.0% | $4,779-58.2% |
| Participant deferral / active EE | $7,077 | $6,075+16.5% | $5,277+34.1% | $5,609+26.2% |
| Admin fee / account holder | $13,766 | $11,471+20.0% | $9,109+51.1% | $10,827+27.1% |