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 | $312,360 | $167,484+86.5% | $151,611+106.0% | $134,475+132.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -17.93% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $21,798 | $6,829+219.2% | $6,166+253.5% | $4,740+359.9% |
| Participant deferral / active EE | $17,151 | $8,986+90.9% | $8,363+105.1% | $6,400+168.0% |
| Admin fee / account holder | $74,277 | $13,783+438.9% | $11,616+539.4% | $11,426+550.1% |