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 | $252,223 | $167,484+50.6% | $151,611+66.4% | $134,475+87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.80% | 7.80%-14.6pp | 3.33%-10.1pp | 417.96%-424.8pp |
| Employer contribution / active EE | $4,728 | $6,829-30.8% | $6,166-23.3% | $4,740-0.2% |
| Participant deferral / active EE | $9,437 | $8,986+5.0% | $8,363+12.8% | $6,400+47.5% |
| Admin fee / account holder | $5,112 | $13,783-62.9% | $11,616-56.0% | $11,426-55.3% |