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 | $396,159 | $167,484+136.5% | $151,611+161.3% | $134,475+194.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.90% | 7.80%-24.7pp | 3.33%-20.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $15,806 | $6,829+131.5% | $6,166+156.3% | $4,740+233.5% |
| Participant deferral / active EE | $13,334 | $8,986+48.4% | $8,363+59.4% | $6,400+108.4% |
| Admin fee / account holder | $7,071 | $13,783-48.7% | $11,616-39.1% | $11,426-38.1% |