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 6-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 | $276,979 | $167,484+65.4% | $151,611+82.7% | $134,475+106.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.72% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $6,748 | $6,829-1.2% | $6,166+9.4% | $4,740+42.4% |
| Participant deferral / active EE | $18,133 | $8,986+101.8% | $8,363+116.8% | $6,400+183.3% |
| Admin fee / account holder | $3,367 | $13,783-75.6% | $11,616-71.0% | $11,426-70.5% |