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 | $299,279 | $167,484+78.7% | $151,611+97.4% | $134,475+122.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -16.72% | 7.80%-24.5pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $22,750 | $6,829+233.1% | $6,166+269.0% | $4,740+380.0% |
| Participant deferral / active EE | $22,750 | $8,986+153.2% | $8,363+172.0% | $6,400+255.5% |
| Admin fee / account holder | $1,820 | $13,783-86.8% | $11,616-84.3% | $11,426-84.1% |