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 | $326,485 | $167,307+95.1% | $143,757+127.1% | $134,475+142.8% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -16.53% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $12,725 | $5,619+126.5% | $4,951+157.0% | $4,740+168.5% |
| Participant deferral / active EE | $23,661 | $6,446+267.1% | $5,637+319.7% | $6,400+269.7% |
| Admin fee / account holder | $116,561 | $18,088+544.4% | $14,673+694.4% | $11,426+920.1% |