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 5-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 | $465,019 | $167,484+177.7% | $151,611+206.7% | $134,475+245.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $10,571 | $6,829+54.8% | $6,166+71.4% | $4,740+123.0% |
| Participant deferral / active EE | $20,775 | $8,986+131.2% | $8,363+148.4% | $6,400+224.6% |
| Admin fee / account holder | $5,404 | $13,783-60.8% | $11,616-53.5% | $11,426-52.7% |