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 | $469,935 | $167,307+180.9% | $143,757+226.9% | $134,475+249.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.32% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $21,000 | $5,619+273.7% | $4,951+324.2% | $4,740+343.1% |
| Participant deferral / active EE | $16,908 | $6,446+162.3% | $5,637+199.9% | $6,400+164.2% |
| Admin fee / account holder | $14,890 | $18,088-17.7% | $14,673+1.5% | $11,426+30.3% |