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 | $368,431 | $167,307+120.2% | $143,757+156.3% | $134,475+174.0% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $16,743 | $5,619+198.0% | $4,951+238.2% | $4,740+253.2% |
| Participant deferral / active EE | $17,791 | $6,446+176.0% | $5,637+215.6% | $6,400+178.0% |
| Admin fee / account holder | $136,669 | $18,088+655.6% | $14,673+831.4% | $11,426+1096.1% |