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 | $295,815 | $167,484+76.6% | $151,611+95.1% | $134,475+120.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.83% | 7.80%-25.6pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,800 | $6,829-0.4% | $6,166+10.3% | $4,740+43.5% |
| Participant deferral / active EE | $19,692 | $8,986+119.1% | $8,363+135.4% | $6,400+207.7% |
| Admin fee / account holder | $1,046 | $13,783-92.4% | $11,616-91.0% | $11,426-90.8% |