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 | $432,211 | $167,484+158.1% | $151,611+185.1% | $134,475+221.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -15.36% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,194 | $6,829-9.3% | $6,166+0.5% | $4,740+30.7% |
| Participant deferral / active EE | $15,858 | $8,986+76.5% | $8,363+89.6% | $6,400+147.8% |
| Admin fee / account holder | $2,803 | $13,783-79.7% | $11,616-75.9% | $11,426-75.5% |