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 | $274,119 | $100,754+172.1% | $86,677+216.3% | $134,475+103.8% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.62% | 29.04%-42.7pp | 35.91%-49.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,759 | $3,489-20.9% | $2,836-2.7% | $4,740-41.8% |
| Participant deferral / active EE | $6,945 | $5,338+30.1% | $4,656+49.2% | $6,400+8.5% |
| Admin fee / account holder | $1,267 | $10,926-88.4% | $7,493-83.1% | $11,426-88.9% |