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 | $259,405 | $129,942+99.6% | $104,294+148.7% | $134,475+92.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -15.90% | 42.03%-57.9pp | 24.61%-40.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,738 | $4,184+108.8% | $3,372+159.2% | $4,740+84.4% |
| Participant deferral / active EE | $16,717 | $5,588+199.2% | $4,625+261.5% | $6,400+161.2% |
| Admin fee / account holder | $31,991 | $9,323+243.1% | $7,339+335.9% | $11,426+180.0% |