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 | $279,102 | $138,065+102.2% | $123,544+125.9% | $135,375+106.2% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -3.45% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,672 | $5,151-28.7% | $4,628-20.6% | $4,779-23.2% |
| Participant deferral / active EE | $11,170 | $6,799+64.3% | $6,426+73.8% | $5,609+99.2% |
| Admin fee / account holder | $6,236 | $10,916-42.9% | $9,284-32.8% | $10,827-42.4% |