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 | $300,367 | $167,484+79.3% | $151,611+98.1% | $134,475+123.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.83% | 7.80%-19.6pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $7,893 | $6,829+15.6% | $6,166+28.0% | $4,740+66.5% |
| Participant deferral / active EE | $12,548 | $8,986+39.6% | $8,363+50.0% | $6,400+96.1% |
| Admin fee / account holder | $888 | $13,783-93.6% | $11,616-92.4% | $11,426-92.2% |