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 | $276,480 | $133,958+106.4% | $112,228+146.4% | $134,475+105.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.18% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,347 | $4,038-17.1% | $3,635-7.9% | $4,740-29.4% |
| Participant deferral / active EE | $7,083 | $5,291+33.9% | $4,728+49.8% | $6,400+10.7% |
| Admin fee / account holder | $10,027 | $7,489+33.9% | $6,410+56.4% | $11,426-12.2% |