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 | $261,057 | $167,484+55.9% | $151,611+72.2% | $134,475+94.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.95% | 7.80%-24.7pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,509 | $6,829-48.6% | $6,166-43.1% | $4,740-26.0% |
| Participant deferral / active EE | $7,941 | $8,986-11.6% | $8,363-5.0% | $6,400+24.1% |
| Admin fee / account holder | $15,061 | $13,783+9.3% | $11,616+29.7% | $11,426+31.8% |