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 | $277,732 | $133,958+107.3% | $112,228+147.5% | $134,475+106.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -10.44% | 47.11%-57.6pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $3,508 | $4,038-13.1% | $3,635-3.5% | $4,740-26.0% |
| Participant deferral / active EE | $11,839 | $5,291+123.8% | $4,728+150.4% | $6,400+85.0% |
| Admin fee / account holder | $27,901 | $7,489+272.6% | $6,410+335.3% | $11,426+144.2% |