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 | $403,558 | $167,484+141.0% | $151,611+166.2% | $134,475+200.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.92% | 7.80%-22.7pp | 3.33%-18.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,260 | $6,829-8.3% | $6,166+1.5% | $4,740+32.1% |
| Participant deferral / active EE | $6,986 | $8,986-22.3% | $8,363-16.5% | $6,400+9.2% |
| Admin fee / account holder | $18,122 | $13,783+31.5% | $11,616+56.0% | $11,426+58.6% |