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 | $332,134 | $167,484+98.3% | $151,611+119.1% | $134,475+147.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.83% | 7.80%-20.6pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,256 | $6,829-52.3% | $6,166-47.2% | $4,740-31.3% |
| Participant deferral / active EE | $3,565 | $8,986-60.3% | $8,363-57.4% | $6,400-44.3% |
| Admin fee / account holder | $8,720 | $13,783-36.7% | $11,616-24.9% | $11,426-23.7% |