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 | $411,066 | $167,484+145.4% | $151,611+171.1% | $134,475+205.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.07% | 7.80%-20.9pp | 3.33%-16.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $4,261 | $6,829-37.6% | $6,166-30.9% | $4,740-10.1% |
| Participant deferral / active EE | $9,556 | $8,986+6.3% | $8,363+14.3% | $6,400+49.3% |
| Admin fee / account holder | $4,830 | $13,783-65.0% | $11,616-58.4% | $11,426-57.7% |