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 5-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 | $385,334 | $167,484+130.1% | $151,611+154.2% | $134,475+186.5% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -19.51% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $11,443 | $6,829+67.6% | $6,166+85.6% | $4,740+141.4% |
| Participant deferral / active EE | $20,321 | $8,986+126.1% | $8,363+143.0% | $6,400+217.5% |
| Admin fee / account holder | $7,668 | $13,783-44.4% | $11,616-34.0% | $11,426-32.9% |