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 | $255,962 | $167,484+52.8% | $151,611+68.8% | $134,475+90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.87% | 7.80%-15.7pp | 3.33%-11.2pp | 417.96%-425.8pp |
| Employer contribution / active EE | $16,500 | $6,829+141.6% | $6,166+167.6% | $4,740+248.1% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $8,826 | $13,783-36.0% | $11,616-24.0% | $11,426-22.8% |