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 | $759,412 | $138,065+450.0% | $123,544+514.7% | $135,375+461.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.69% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,093 | $5,151-1.1% | $4,628+10.1% | $4,779+6.6% |
| Participant deferral / active EE | $10,483 | $6,799+54.2% | $6,426+63.2% | $5,609+86.9% |
| Admin fee / account holder | $8,573 | $10,916-21.5% | $9,284-7.7% | $10,827-20.8% |