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 7-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 | $269,520 | $142,344+89.3% | $119,609+125.3% | $134,475+100.4% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -15.92% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,000 | $5,222-61.7% | $4,232-52.7% | $4,740-57.8% |
| Participant deferral / active EE | $10,967 | $6,469+69.5% | $5,602+95.8% | $6,400+71.4% |
| Admin fee / account holder | $829 | $13,584-93.9% | $10,323-92.0% | $11,426-92.7% |