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 | $289,404 | $127,386+127.2% | $115,037+151.6% | $125,391+130.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.96% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $12,651 | $5,166+144.9% | $4,608+174.6% | $4,866+160.0% |
| Participant deferral / active EE | $10,157 | $6,423+58.1% | $6,026+68.5% | $5,352+89.8% |
| Admin fee / account holder | $3,587 | $9,516-62.3% | $8,175-56.1% | $9,540-62.4% |