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 | $349,118 | $167,484+108.4% | $151,611+130.3% | $134,475+159.6% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -19.52% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,410 | $6,829-50.1% | $6,166-44.7% | $4,740-28.0% |
| Participant deferral / active EE | $9,006 | $8,986+0.2% | $8,363+7.7% | $6,400+40.7% |
| Admin fee / account holder | $31,438 | $13,783+128.1% | $11,616+170.6% | $11,426+175.1% |