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 | $257,111 | $133,958+91.9% | $112,228+129.1% | $134,475+91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.40% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,734 | $4,038-7.5% | $3,635+2.7% | $4,740-21.2% |
| Participant deferral / active EE | $15,111 | $5,291+185.6% | $4,728+219.6% | $6,400+136.1% |
| Admin fee / account holder | $498 | $7,489-93.4% | $6,410-92.2% | $11,426-95.6% |