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 | $313,872 | $167,484+87.4% | $151,611+107.0% | $134,475+133.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.17% | 7.80%-16.0pp | 3.33%-11.5pp | 417.96%-426.1pp |
| Employer contribution / active EE | $6,092 | $6,829-10.8% | $6,166-1.2% | $4,740+28.5% |
| Participant deferral / active EE | $15,223 | $8,986+69.4% | $8,363+82.0% | $6,400+137.9% |
| Admin fee / account holder | $122,047 | $13,783+785.5% | $11,616+950.7% | $11,426+968.2% |