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 | $295,890 | $95,971+208.3% | $74,550+296.9% | $135,375+118.6% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -5.06% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $13,010 | $2,716+379.0% | $1,961+563.5% | $4,779+172.2% |
| Participant deferral / active EE | $6,870 | $3,843+78.7% | $3,108+121.0% | $5,609+22.5% |
| Admin fee / account holder | $1,591 | $6,522-75.6% | $5,060-68.6% | $10,827-85.3% |