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 | $387,668 | $190,805+103.2% | $159,960+142.4% | $134,475+188.3% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -13.65% | 552.23%-565.9pp | 408.60%-422.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,045 | $4,995-59.1% | $4,226-51.6% | $4,740-56.9% |
| Participant deferral / active EE | $15,523 | $6,923+124.2% | $6,182+151.1% | $6,400+142.6% |
| Admin fee / account holder | $2,774 | $10,471-73.5% | $8,698-68.1% | $11,426-75.7% |