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 | $381,072 | $140,588+171.1% | $123,104+209.6% | $125,391+203.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.16% | 16.80%-17.0pp | 13.22%-13.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $6,661 | $6,041+10.3% | $5,151+29.3% | $4,866+36.9% |
| Participant deferral / active EE | $3,331 | $6,980-52.3% | $6,230-46.5% | $5,352-37.8% |
| Admin fee / account holder | $1,155 | $11,198-89.7% | $9,015-87.2% | $9,540-87.9% |