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 | $465,729 | $167,484+178.1% | $151,611+207.2% | $134,475+246.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.45% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $25,700 | $6,829+276.3% | $6,166+316.8% | $4,740+442.2% |
| Participant deferral / active EE | $21,396 | $8,986+138.1% | $8,363+155.8% | $6,400+234.3% |
| Admin fee / account holder | $8,126 | $13,783-41.0% | $11,616-30.0% | $11,426-28.9% |