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 | $311,599 | $167,484+86.0% | $151,611+105.5% | $134,475+131.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.62% | 7.80%-27.4pp | 3.33%-22.9pp | 417.96%-437.6pp |
| Employer contribution / active EE | $12,172 | $6,829+78.2% | $6,166+97.4% | $4,740+156.8% |
| Participant deferral / active EE | $49,192 | $8,986+447.4% | $8,363+488.2% | $6,400+668.6% |
| Admin fee / account holder | $6,875 | $13,783-50.1% | $11,616-40.8% | $11,426-39.8% |