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 | $299,753 | $211,958+41.4% | $169,463+76.9% | $135,375+121.4% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -7.89% | 3.26%-11.2pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,890 | $5,120+54.1% | $4,159+89.7% | $4,779+65.1% |
| Participant deferral / active EE | $7,890 | $6,075+29.9% | $5,277+49.5% | $5,609+40.7% |
| Admin fee / account holder | $318 | $11,471-97.2% | $9,109-96.5% | $10,827-97.1% |