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 | $257,356 | $167,484+53.7% | $151,611+69.7% | $134,475+91.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -12.33% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,683 | $6,829-60.7% | $6,166-56.5% | $4,740-43.4% |
| Participant deferral / active EE | $7,458 | $8,986-17.0% | $8,363-10.8% | $6,400+16.5% |
| Admin fee / account holder | $1,978 | $13,783-85.7% | $11,616-83.0% | $11,426-82.7% |