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 | $350,154 | $167,484+109.1% | $151,611+131.0% | $134,475+160.4% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -19.42% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $13,425 | $6,829+96.6% | $6,166+117.7% | $4,740+183.2% |
| Participant deferral / active EE | $10,829 | $8,986+20.5% | $8,363+29.5% | $6,400+69.2% |
| Admin fee / account holder | $537 | $13,783-96.1% | $11,616-95.4% | $11,426-95.3% |