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 | $323,937 | $167,484+93.4% | $151,611+113.7% | $134,475+140.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.07% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $13,901 | $6,829+103.6% | $6,166+125.5% | $4,740+193.3% |
| Participant deferral / active EE | $7,468 | $8,986-16.9% | $8,363-10.7% | $6,400+16.7% |
| Admin fee / account holder | $9,535 | $13,783-30.8% | $11,616-17.9% | $11,426-16.5% |