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 | $271,353 | $90,600+199.5% | $79,464+241.5% | $135,375+100.4% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -4.14% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,225 | $3,068+37.7% | $2,800+50.9% | $4,779-11.6% |
| Participant deferral / active EE | $8,747 | $4,050+116.0% | $3,704+136.2% | $5,609+56.0% |
| Admin fee / account holder | $16,844 | $5,907+185.2% | $5,113+229.4% | $10,827+55.6% |