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 | $273,717 | $167,484+63.4% | $151,611+80.5% | $134,475+103.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.98% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,724 | $6,829-60.1% | $6,166-55.8% | $4,740-42.5% |
| Participant deferral / active EE | $8,054 | $8,986-10.4% | $8,363-3.7% | $6,400+25.8% |
| Admin fee / account holder | $1,499 | $13,783-89.1% | $11,616-87.1% | $11,426-86.9% |