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 | $347,254 | $167,484+107.3% | $151,611+129.0% | $134,475+158.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.90% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,750 | $6,829-59.7% | $6,166-55.4% | $4,740-42.0% |
| Participant deferral / active EE | $9,600 | $8,986+6.8% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $3,974 | $13,783-71.2% | $11,616-65.8% | $11,426-65.2% |