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 | $393,424 | $167,484+134.9% | $151,611+159.5% | $134,475+192.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.75% | 7.80%-23.5pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $16,319 | $6,829+139.0% | $6,166+164.7% | $4,740+244.3% |
| Participant deferral / active EE | $12,696 | $8,986+41.3% | $8,363+51.8% | $6,400+98.4% |
| Admin fee / account holder | $3,143 | $13,783-77.2% | $11,616-72.9% | $11,426-72.5% |