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 | $698,339 | $167,484+317.0% | $151,611+360.6% | $134,475+419.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.75% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $28,133 | $6,829+312.0% | $6,166+356.3% | $4,740+493.6% |
| Participant deferral / active EE | $21,629 | $8,986+140.7% | $8,363+158.6% | $6,400+238.0% |
| Admin fee / account holder | $18,289 | $13,783+32.7% | $11,616+57.4% | $11,426+60.1% |