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 | $407,130 | $167,484+143.1% | $151,611+168.5% | $134,475+202.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.94% | 7.80%-13.7pp | 3.33%-9.3pp | 417.96%-423.9pp |
| Employer contribution / active EE | $9,000 | $6,829+31.8% | $6,166+46.0% | $4,740+89.9% |
| Participant deferral / active EE | $19,250 | $8,986+114.2% | $8,363+130.2% | $6,400+200.8% |
| Admin fee / account holder | $3,714 | $13,783-73.1% | $11,616-68.0% | $11,426-67.5% |