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 | $283,580 | $167,484+69.3% | $151,611+87.0% | $134,475+110.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.88% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $11,017 | $6,829+61.3% | $6,166+78.7% | $4,740+132.4% |
| Participant deferral / active EE | $24,813 | $8,986+176.1% | $8,363+196.7% | $6,400+287.7% |
| Admin fee / account holder | $2,368 | $13,783-82.8% | $11,616-79.6% | $11,426-79.3% |