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 | $365,318 | $167,484+118.1% | $151,611+141.0% | $134,475+171.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.35% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,664 | $6,829+12.2% | $6,166+24.3% | $4,740+61.7% |
| Participant deferral / active EE | $14,920 | $8,986+66.0% | $8,363+78.4% | $6,400+133.1% |
| Admin fee / account holder | $1,163 | $13,783-91.6% | $11,616-90.0% | $11,426-89.8% |