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 | $251,781 | $95,971+162.4% | $74,550+237.7% | $135,375+86.0% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -2.96% | 56.96%-59.9pp | 32.53%-35.5pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,884 | $2,716-30.6% | $1,961-3.9% | $4,779-60.6% |
| Participant deferral / active EE | $5,366 | $3,843+39.6% | $3,108+72.7% | $5,609-4.3% |
| Admin fee / account holder | $8,670 | $6,522+32.9% | $5,060+71.4% | $10,827-19.9% |