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 | $371,350 | $100,754+268.6% | $86,677+328.4% | $134,475+176.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.69% | 29.04%-40.7pp | 35.91%-47.6pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,667 | $3,489-23.6% | $2,836-6.0% | $4,740-43.7% |
| Participant deferral / active EE | $8,739 | $5,338+63.7% | $4,656+87.7% | $6,400+36.6% |
| Admin fee / account holder | $2,644 | $10,926-75.8% | $7,493-64.7% | $11,426-76.9% |