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 | $272,687 | $100,754+170.6% | $86,677+214.6% | $134,475+102.8% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -17.80% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,921 | $3,489+213.0% | $2,836+285.0% | $4,740+130.4% |
| Participant deferral / active EE | $8,860 | $5,338+66.0% | $4,656+90.3% | $6,400+38.4% |
| Admin fee / account holder | $10,103 | $10,926-7.5% | $7,493+34.8% | $11,426-11.6% |