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 | $253,964 | $138,065+83.9% | $123,544+105.6% | $135,375+87.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,273 | $5,151-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $6,965 | $6,799+2.4% | $6,426+8.4% | $5,609+24.2% |
| Admin fee / account holder | $2,730 | $10,916-75.0% | $9,284-70.6% | $10,827-74.8% |