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 | $544,851 | $167,484+225.3% | $151,611+259.4% | $134,475+305.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $5,000 | $6,829-26.8% | $6,166-18.9% | $4,740+5.5% |
| Participant deferral / active EE | $10,342 | $8,986+15.1% | $8,363+23.7% | $6,400+61.6% |
| Admin fee / account holder | $5,523 | $13,783-59.9% | $11,616-52.5% | $11,426-51.7% |