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 | $267,619 | $138,065+93.8% | $123,544+116.6% | $135,375+97.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.06% | 153.68%-155.7pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,269 | $5,151-75.4% | $4,628-72.6% | $4,779-73.5% |
| Participant deferral / active EE | $7,151 | $6,799+5.2% | $6,426+11.3% | $5,609+27.5% |
| Admin fee / account holder | $5,667 | $10,916-48.1% | $9,284-39.0% | $10,827-47.7% |