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 | $318,279 | $167,484+90.0% | $151,611+109.9% | $134,475+136.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -18.32% | 7.80%-26.1pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,318 | $6,829-7.5% | $6,166+2.5% | $4,740+33.3% |
| Participant deferral / active EE | $13,292 | $8,986+47.9% | $8,363+58.9% | $6,400+107.7% |
| Admin fee / account holder | $3,453 | $13,783-74.9% | $11,616-70.3% | $11,426-69.8% |