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 | $271,617 | $167,484+62.2% | $151,611+79.2% | $134,475+102.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.09% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,065 | $6,829-69.8% | $6,166-66.5% | $4,740-56.4% |
| Participant deferral / active EE | $9,888 | $8,986+10.0% | $8,363+18.2% | $6,400+54.5% |
| Admin fee / account holder | $653 | $13,783-95.3% | $11,616-94.4% | $11,426-94.3% |