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 | $445,940 | $167,484+166.3% | $151,611+194.1% | $134,475+231.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.10% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,472 | $6,829-19.9% | $6,166-11.3% | $4,740+15.5% |
| Participant deferral / active EE | $9,551 | $8,986+6.3% | $8,363+14.2% | $6,400+49.2% |
| Admin fee / account holder | $4,002 | $13,783-71.0% | $11,616-65.6% | $11,426-65.0% |