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 | $319,365 | $133,958+138.4% | $112,228+184.6% | $134,475+137.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -6.94% | 47.11%-54.1pp | 27.45%-34.4pp | 417.96%-424.9pp |
| Employer contribution / active EE | $14,845 | $4,038+267.6% | $3,635+308.4% | $4,740+213.2% |
| Participant deferral / active EE | $9,965 | $5,291+88.3% | $4,728+110.8% | $6,400+55.7% |
| Admin fee / account holder | $4,171 | $7,489-44.3% | $6,410-34.9% | $11,426-63.5% |