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 | $292,389 | $167,484+74.6% | $151,611+92.9% | $134,475+117.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.25% | 7.80%-18.0pp | 3.33%-13.6pp | 417.96%-428.2pp |
| Employer contribution / active EE | $3,942 | $6,829-42.3% | $6,166-36.1% | $4,740-16.8% |
| Participant deferral / active EE | $12,357 | $8,986+37.5% | $8,363+47.8% | $6,400+93.1% |
| Admin fee / account holder | $1,923 | $13,783-86.1% | $11,616-83.4% | $11,426-83.2% |