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 | $254,404 | $127,386+99.7% | $115,037+121.2% | $125,391+102.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.18% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,194 | $5,166-38.2% | $4,608-30.7% | $4,866-34.4% |
| Participant deferral / active EE | $8,633 | $6,423+34.4% | $6,026+43.3% | $5,352+61.3% |
| Admin fee / account holder | $1,286 | $9,516-86.5% | $8,175-84.3% | $9,540-86.5% |