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 | $469,390 | $167,484+180.3% | $151,611+209.6% | $134,475+249.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.63% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,702 | $6,829-45.8% | $6,166-40.0% | $4,740-21.9% |
| Participant deferral / active EE | $7,802 | $8,986-13.2% | $8,363-6.7% | $6,400+21.9% |
| Admin fee / account holder | $15,588 | $13,783+13.1% | $11,616+34.2% | $11,426+36.4% |