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 | $252,262 | $147,167+71.4% | $111,392+126.5% | $135,375+86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.24% | -4.44%+0.2pp | -2.06%-2.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $25,931 | $5,204+398.3% | $4,328+499.2% | $4,779+442.6% |
| Participant deferral / active EE | $18,897 | $6,565+187.9% | $5,567+239.4% | $5,609+236.9% |
| Admin fee / account holder | $56,025 | $20,270+176.4% | $12,266+356.7% | $10,827+417.5% |