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 | $342,231 | $167,484+104.3% | $151,611+125.7% | $134,475+154.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.19% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.2pp |
| Employer contribution / active EE | $23,250 | $6,829+240.5% | $6,166+277.1% | $4,740+390.5% |
| Participant deferral / active EE | $20,100 | $8,986+123.7% | $8,363+140.3% | $6,400+214.1% |
| Admin fee / account holder | $2,778 | $13,783-79.8% | $11,616-76.1% | $11,426-75.7% |