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 | $353,761 | $95,971+268.6% | $74,550+374.5% | $135,375+161.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -4.14% | 56.96%-61.1pp | 32.53%-36.7pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,199 | $2,716-55.8% | $1,961-38.8% | $4,779-74.9% |
| Participant deferral / active EE | $5,403 | $3,843+40.6% | $3,108+73.8% | $5,609-3.7% |
| Admin fee / account holder | $3,099 | $6,522-52.5% | $5,060-38.7% | $10,827-71.4% |