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 | $290,239 | $167,484+73.3% | $151,611+91.4% | $134,475+115.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.41% | 7.80%-18.2pp | 3.33%-13.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $11,800 | $6,829+72.8% | $6,166+91.4% | $4,740+149.0% |
| Participant deferral / active EE | $14,323 | $8,986+59.4% | $8,363+71.3% | $6,400+123.8% |
| Admin fee / account holder | $5,742 | $13,783-58.3% | $11,616-50.6% | $11,426-49.7% |