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 | $291,916 | $76,000+284.1% | $154,107+89.4% | $64,186+354.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -4.72% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,083 | $3,351-67.7% | $5,298-79.6% | $2,381-54.5% |
| Participant deferral / active EE | $2,050 | $3,175-35.4% | $5,081-59.6% | $3,470-40.9% |
| Admin fee / account holder | $5,727 | $5,596+2.3% | $13,411-57.3% | $4,888+17.2% |