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 | $261,667 | $167,484+56.2% | $151,611+72.6% | $134,475+94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,971 | $6,829-71.1% | $6,166-68.0% | $4,740-58.4% |
| Participant deferral / active EE | $5,689 | $8,986-36.7% | $8,363-32.0% | $6,400-11.1% |
| Admin fee / account holder | $21,379 | $13,783+55.1% | $11,616+84.0% | $11,426+87.1% |