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 | $520,464 | $97,757+432.4% | $83,848+520.7% | $135,375+284.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -3.98% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,347 | $4,222-68.1% | $3,631-62.9% | $4,779-71.8% |
| Participant deferral / active EE | $2,695 | $4,682-42.4% | $4,082-34.0% | $5,609-51.9% |
| Admin fee / account holder | $1,371 | $6,674-79.5% | $5,478-75.0% | $10,827-87.3% |