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 | $250,678 | $211,958+18.3% | $169,463+47.9% | $135,375+85.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.46% | 3.26%-3.7pp | 1.83%-2.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $3,753 | $5,120-26.7% | $4,159-9.8% | $4,779-21.5% |
| Participant deferral / active EE | $9,250 | $6,075+52.3% | $5,277+75.3% | $5,609+64.9% |
| Admin fee / account holder | $1,052 | $11,471-90.8% | $9,109-88.5% | $10,827-90.3% |