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 | $301,985 | $167,484+80.3% | $151,611+99.2% | $134,475+124.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.94% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $26,188 | $6,829+283.5% | $6,166+324.7% | $4,740+452.5% |
| Participant deferral / active EE | $11,869 | $8,986+32.1% | $8,363+41.9% | $6,400+85.5% |
| Admin fee / account holder | $19,758 | $13,783+43.4% | $11,616+70.1% | $11,426+72.9% |