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 | $258,155 | $100,754+156.2% | $86,677+197.8% | $134,475+92.0% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -9.47% | 29.04%-38.5pp | 35.91%-45.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $1,000 | $3,489-71.3% | $2,836-64.8% | $4,740-78.9% |
| Participant deferral / active EE | $11,142 | $5,338+108.7% | $4,656+139.3% | $6,400+74.1% |
| Admin fee / account holder | $4,279 | $10,926-60.8% | $7,493-42.9% | $11,426-62.5% |