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 | $328,103 | $167,307+96.1% | $143,757+128.2% | $134,475+144.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -6.49% | 0.46%-7.0pp | -0.04%-6.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $7,616 | $5,619+35.5% | $4,951+53.8% | $4,740+60.7% |
| Participant deferral / active EE | $7,649 | $6,446+18.7% | $5,637+35.7% | $6,400+19.5% |
| Admin fee / account holder | $641 | $18,088-96.5% | $14,673-95.6% | $11,426-94.4% |