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 | $268,427 | $138,065+94.4% | $123,544+117.3% | $135,375+98.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.15% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,298 | $5,151-36.0% | $4,628-28.7% | $4,779-31.0% |
| Participant deferral / active EE | $9,151 | $6,799+34.6% | $6,426+42.4% | $5,609+63.2% |
| Admin fee / account holder | $13,974 | $10,916+28.0% | $9,284+50.5% | $10,827+29.1% |