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 | $363,832 | $129,942+180.0% | $104,294+248.9% | $134,475+170.6% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | -19.33% | 42.03%-61.4pp | 24.61%-43.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $6,056 | $4,184+44.7% | $3,372+79.6% | $4,740+27.8% |
| Participant deferral / active EE | $11,048 | $5,588+97.7% | $4,625+138.9% | $6,400+72.6% |
| Admin fee / account holder | $1,244 | $9,323-86.7% | $7,339-83.0% | $11,426-89.1% |