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 | $496,624 | $167,484+196.5% | $151,611+227.6% | $134,475+269.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.79% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,161 | $6,829-24.4% | $6,166-16.3% | $4,740+8.9% |
| Participant deferral / active EE | $11,891 | $8,986+32.3% | $8,363+42.2% | $6,400+85.8% |
| Admin fee / account holder | $603 | $13,783-95.6% | $11,616-94.8% | $11,426-94.7% |