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 | $387,847 | $167,484+131.6% | $151,611+155.8% | $134,475+188.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -13.66% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,825 | $6,829-73.3% | $6,166-70.4% | $4,740-61.5% |
| Participant deferral / active EE | $5,357 | $8,986-40.4% | $8,363-35.9% | $6,400-16.3% |
| Admin fee / account holder | $446 | $13,783-96.8% | $11,616-96.2% | $11,426-96.1% |