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 | $257,367 | $180,449+42.6% | $154,107+67.0% | $135,375+90.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.97% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,251 | $6,035-29.6% | $5,298-19.8% | $4,779-11.1% |
| Participant deferral / active EE | $5,949 | $5,806+2.5% | $5,081+17.1% | $5,609+6.1% |
| Admin fee / account holder | $9,298 | $16,143-42.4% | $13,411-30.7% | $10,827-14.1% |