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 | $345,500 | $167,484+106.3% | $151,611+127.9% | $134,475+156.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.48% | 7.80%-8.3pp | 3.33%-3.8pp | 417.96%-418.4pp |
| Employer contribution / active EE | $2,257 | $6,829-67.0% | $6,166-63.4% | $4,740-52.4% |
| Participant deferral / active EE | $8,223 | $8,986-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $35,523 | $13,783+157.7% | $11,616+205.8% | $11,426+210.9% |