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 | $447,208 | $167,484+167.0% | $151,611+195.0% | $134,475+232.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.38% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $6,293 | $6,829-7.8% | $6,166+2.1% | $4,740+32.8% |
| Participant deferral / active EE | $11,839 | $8,986+31.8% | $8,363+41.6% | $6,400+85.0% |
| Admin fee / account holder | $5,315 | $13,783-61.4% | $11,616-54.2% | $11,426-53.5% |