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 | $565,850 | $167,484+237.9% | $151,611+273.2% | $134,475+320.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.30% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,000 | $6,829-26.8% | $6,166-18.9% | $4,740+5.5% |
| Participant deferral / active EE | $10,667 | $8,986+18.7% | $8,363+27.5% | $6,400+66.7% |
| Admin fee / account holder | $883 | $13,783-93.6% | $11,616-92.4% | $11,426-92.3% |