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 | $393,771 | $167,484+135.1% | $151,611+159.7% | $134,475+192.8% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.5%+3.0pp | 81.2%+9.3pp |
| Annual return | -11.43% | 7.80%-19.2pp | 3.33%-14.8pp | 417.96%-429.4pp |
| Employer contribution / active EE | $9,862 | $6,829+44.4% | $6,166+59.9% | $4,740+108.1% |
| Participant deferral / active EE | $7,149 | $8,986-20.4% | $8,363-14.5% | $6,400+11.7% |
| Admin fee / account holder | $5,133 | $13,783-62.8% | $11,616-55.8% | $11,426-55.1% |