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 | $301,461 | $167,484+80.0% | $151,611+98.8% | $134,475+124.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.83% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $5,385 | $6,829-21.2% | $6,166-12.7% | $4,740+13.6% |
| Participant deferral / active EE | $6,304 | $8,986-29.8% | $8,363-24.6% | $6,400-1.5% |
| Admin fee / account holder | $11,305 | $13,783-18.0% | $11,616-2.7% | $11,426-1.1% |