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 5-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 | $255,153 | $190,805+33.7% | $159,960+59.5% | $134,475+89.7% |
| Participation rate | 90.5% | 81.9%+8.5pp | 78.0%+12.5pp | 81.2%+9.3pp |
| Annual return | -14.99% | 552.23%-567.2pp | 408.60%-423.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $3,149 | $4,995-37.0% | $4,226-25.5% | $4,740-33.6% |
| Participant deferral / active EE | $15,747 | $6,923+127.5% | $6,182+154.7% | $6,400+146.1% |
| Admin fee / account holder | $10,584 | $10,471+1.1% | $8,698+21.7% | $11,426-7.4% |