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 | $258,338 | $133,958+92.9% | $112,228+130.2% | $134,475+92.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -13.89% | 47.11%-61.0pp | 27.45%-41.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $9,226 | $4,038+128.5% | $3,635+153.8% | $4,740+94.7% |
| Participant deferral / active EE | $1,487 | $5,291-71.9% | $4,728-68.6% | $6,400-76.8% |
| Admin fee / account holder | $3,477 | $7,489-53.6% | $6,410-45.8% | $11,426-69.6% |