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 | $287,198 | $190,805+50.5% | $159,960+79.5% | $134,475+113.6% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -15.58% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,801 | $4,995-43.9% | $4,226-33.7% | $4,740-40.9% |
| Participant deferral / active EE | $12,550 | $6,923+81.3% | $6,182+103.0% | $6,400+96.1% |
| Admin fee / account holder | $10,039 | $10,471-4.1% | $8,698+15.4% | $11,426-12.1% |