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 | $328,949 | $133,958+145.6% | $112,228+193.1% | $134,475+144.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -5.38% | 47.11%-52.5pp | 27.45%-32.8pp | 417.96%-423.3pp |
| Employer contribution / active EE | $3,934 | $4,038-2.6% | $3,635+8.2% | $4,740-17.0% |
| Participant deferral / active EE | $9,074 | $5,291+71.5% | $4,728+91.9% | $6,400+41.8% |
| Admin fee / account holder | $36,430 | $7,489+386.5% | $6,410+468.3% | $11,426+218.8% |