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 | $431,277 | $167,484+157.5% | $151,611+184.5% | $134,475+220.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.64% | 7.80%-18.4pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,987 | $6,829-56.3% | $6,166-51.6% | $4,740-37.0% |
| Participant deferral / active EE | $5,721 | $8,986-36.3% | $8,363-31.6% | $6,400-10.6% |
| Admin fee / account holder | $8,227 | $13,783-40.3% | $11,616-29.2% | $11,426-28.0% |