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 | $370,432 | $211,958+74.8% | $169,463+118.6% | $135,375+173.6% |
| Participation rate | 95.5% | 82.6%+12.8pp | 77.8%+17.7pp | 82.6%+12.8pp |
| Annual return | -5.56% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,015 | $5,120-60.6% | $4,159-51.6% | $4,779-57.8% |
| Participant deferral / active EE | $8,688 | $6,075+43.0% | $5,277+64.6% | $5,609+54.9% |
| Admin fee / account holder | $12,523 | $11,471+9.2% | $9,109+37.5% | $10,827+15.7% |