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 | $273,983 | $133,958+104.5% | $112,228+144.1% | $134,475+103.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.45% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,164 | $4,038-71.2% | $3,635-68.0% | $4,740-75.4% |
| Participant deferral / active EE | $11,571 | $5,291+118.7% | $4,728+144.7% | $6,400+80.8% |
| Admin fee / account holder | $2,016 | $7,489-73.1% | $6,410-68.6% | $11,426-82.4% |