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 | $286,663 | $167,484+71.2% | $151,611+89.1% | $134,475+113.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.04% | 7.80%-17.8pp | 3.33%-13.4pp | 417.96%-428.0pp |
| Employer contribution / active EE | $17,673 | $6,829+158.8% | $6,166+186.6% | $4,740+272.9% |
| Participant deferral / active EE | $13,508 | $8,986+50.3% | $8,363+61.5% | $6,400+111.1% |
| Admin fee / account holder | $61,127 | $13,783+343.5% | $11,616+426.2% | $11,426+435.0% |