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 | $288,983 | $167,484+72.5% | $151,611+90.6% | $134,475+114.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.83% | 7.80%-19.6pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,053 | $6,829-26.0% | $6,166-18.0% | $4,740+6.6% |
| Participant deferral / active EE | $15,990 | $8,986+77.9% | $8,363+91.2% | $6,400+149.8% |
| Admin fee / account holder | $536 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |