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 | $873,031 | $190,805+357.6% | $159,960+445.8% | $134,475+549.2% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -12.50% | 552.23%-564.7pp | 408.60%-421.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $3,389 | $4,995-32.2% | $4,226-19.8% | $4,740-28.5% |
| Participant deferral / active EE | $9,664 | $6,923+39.6% | $6,182+56.3% | $6,400+51.0% |
| Admin fee / account holder | $4,440 | $10,471-57.6% | $8,698-49.0% | $11,426-61.1% |