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 | $368,204 | $167,484+119.8% | $151,611+142.9% | $134,475+173.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.83% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $11,891 | $6,829+74.1% | $6,166+92.9% | $4,740+150.9% |
| Participant deferral / active EE | $17,932 | $8,986+99.6% | $8,363+114.4% | $6,400+180.2% |
| Admin fee / account holder | $21,864 | $13,783+58.6% | $11,616+88.2% | $11,426+91.4% |