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 | $406,530 | $167,484+142.7% | $151,611+168.1% | $134,475+202.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.86% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,286 | $6,829-66.5% | $6,166-62.9% | $4,740-51.8% |
| Participant deferral / active EE | $13,621 | $8,986+51.6% | $8,363+62.9% | $6,400+112.8% |
| Admin fee / account holder | $5,100 | $13,783-63.0% | $11,616-56.1% | $11,426-55.4% |