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 | $266,719 | $133,958+99.1% | $112,228+137.7% | $134,475+98.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.81% | 47.11%-63.9pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,937 | $4,038-2.5% | $3,635+8.3% | $4,740-16.9% |
| Participant deferral / active EE | $9,468 | $5,291+79.0% | $4,728+100.2% | $6,400+47.9% |
| Admin fee / account holder | $43,320 | $7,489+478.5% | $6,410+575.8% | $11,426+279.1% |