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 | $600,427 | $167,484+258.5% | $151,611+296.0% | $134,475+346.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.52% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $6,230 | $6,829-8.8% | $6,166+1.0% | $4,740+31.4% |
| Participant deferral / active EE | $14,027 | $8,986+56.1% | $8,363+67.7% | $6,400+119.2% |
| Admin fee / account holder | $66,650 | $13,783+383.6% | $11,616+473.8% | $11,426+483.3% |