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 | $319,502 | $167,484+90.8% | $151,611+110.7% | $134,475+137.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.46% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $27,160 | $6,829+297.7% | $6,166+340.5% | $4,740+473.0% |
| Participant deferral / active EE | $16,185 | $8,986+80.1% | $8,363+93.5% | $6,400+152.9% |
| Admin fee / account holder | $1,965 | $13,783-85.7% | $11,616-83.1% | $11,426-82.8% |