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 | $364,601 | $142,344+156.1% | $119,609+204.8% | $134,475+171.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.50% | -12.44%+16.9pp | -14.97%+19.5pp | 417.96%-413.5pp |
| Employer contribution / active EE | $2,983 | $5,222-42.9% | $4,232-29.5% | $4,740-37.1% |
| Participant deferral / active EE | $12,677 | $6,469+95.9% | $5,602+126.3% | $6,400+98.1% |
| Admin fee / account holder | $12,303 | $13,584-9.4% | $10,323+19.2% | $11,426+7.7% |