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 | $490,870 | $167,484+193.1% | $151,611+223.8% | $134,475+265.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.74% | 7.80%-20.5pp | 3.33%-16.1pp | 417.96%-430.7pp |
| Employer contribution / active EE | $3,777 | $6,829-44.7% | $6,166-38.8% | $4,740-20.3% |
| Participant deferral / active EE | $20,089 | $8,986+123.6% | $8,363+140.2% | $6,400+213.9% |
| Admin fee / account holder | $16,826 | $13,783+22.1% | $11,616+44.9% | $11,426+47.3% |