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 | $285,669 | $138,065+106.9% | $123,544+131.2% | $135,375+111.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,378 | $5,151-73.3% | $4,628-70.2% | $4,779-71.2% |
| Participant deferral / active EE | $5,512 | $6,799-18.9% | $6,426-14.2% | $5,609-1.7% |
| Admin fee / account holder | $11,759 | $10,916+7.7% | $9,284+26.7% | $10,827+8.6% |