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 | $318,350 | $167,484+90.1% | $151,611+110.0% | $134,475+136.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.54% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $21,097 | $6,829+208.9% | $6,166+242.2% | $4,740+345.1% |
| Participant deferral / active EE | $19,167 | $8,986+113.3% | $8,363+129.2% | $6,400+199.5% |
| Admin fee / account holder | $9,103 | $13,783-34.0% | $11,616-21.6% | $11,426-20.3% |