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 | $460,684 | $167,484+175.1% | $151,611+203.9% | $134,475+242.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.39% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $4,007 | $6,829-41.3% | $6,166-35.0% | $4,740-15.5% |
| Participant deferral / active EE | $5,991 | $8,986-33.3% | $8,363-28.4% | $6,400-6.4% |
| Admin fee / account holder | $23,537 | $13,783+70.8% | $11,616+102.6% | $11,426+106.0% |