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 | $291,697 | $211,958+37.6% | $169,463+72.1% | $135,375+115.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.82% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,749 | $5,120-7.2% | $4,159+14.2% | $4,779-0.6% |
| Participant deferral / active EE | $13,959 | $6,075+129.8% | $5,277+164.5% | $5,609+148.9% |
| Admin fee / account holder | $10,573 | $11,471-7.8% | $9,109+16.1% | $10,827-2.3% |