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 | $523,356 | $167,307+212.8% | $143,757+264.1% | $134,475+289.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.14% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,857 | $5,619-49.2% | $4,951-42.3% | $4,740-39.7% |
| Participant deferral / active EE | $6,275 | $6,446-2.6% | $5,637+11.3% | $6,400-1.9% |
| Admin fee / account holder | $17,261 | $18,088-4.6% | $14,673+17.6% | $11,426+51.1% |