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 | $491,329 | $167,484+193.4% | $151,611+224.1% | $134,475+265.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.88% | 7.80%-19.7pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $13,617 | $6,829+99.4% | $6,166+120.8% | $4,740+187.3% |
| Participant deferral / active EE | $7,340 | $8,986-18.3% | $8,363-12.2% | $6,400+14.7% |
| Admin fee / account holder | $10,571 | $13,783-23.3% | $11,616-9.0% | $11,426-7.5% |