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 | $508,624 | $138,065+268.4% | $123,544+311.7% | $135,375+275.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.20% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,472 | $5,151-52.0% | $4,628-46.6% | $4,779-48.3% |
| Participant deferral / active EE | $5,912 | $6,799-13.1% | $6,426-8.0% | $5,609+5.4% |
| Admin fee / account holder | $56,445 | $10,916+417.1% | $9,284+508.0% | $10,827+421.3% |