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 | $437,318 | $167,484+161.1% | $151,611+188.4% | $134,475+225.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.61% | 7.80%-23.4pp | 3.33%-18.9pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,159 | $6,829-9.8% | $6,166-0.1% | $4,740+30.0% |
| Participant deferral / active EE | $14,486 | $8,986+61.2% | $8,363+73.2% | $6,400+126.3% |
| Admin fee / account holder | $7,546 | $13,783-45.2% | $11,616-35.0% | $11,426-34.0% |