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 | $315,089 | $167,484+88.1% | $151,611+107.8% | $134,475+134.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.08% | 7.80%-13.9pp | 3.33%-9.4pp | 417.96%-424.0pp |
| Employer contribution / active EE | $34,386 | $6,829+403.5% | $6,166+457.7% | $4,740+625.5% |
| Participant deferral / active EE | $20,933 | $8,986+133.0% | $8,363+150.3% | $6,400+227.1% |
| Admin fee / account holder | $6,773 | $13,783-50.9% | $11,616-41.7% | $11,426-40.7% |