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 | $349,878 | $92,703+277.4% | $82,719+323.0% | $134,475+160.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.67% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,121 | $3,274-65.8% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $5,803 | $4,802+20.8% | $4,395+32.0% | $6,400-9.3% |
| Admin fee / account holder | $3,992 | $5,983-33.3% | $5,329-25.1% | $11,426-65.1% |