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 | $303,273 | $129,942+133.4% | $104,294+190.8% | $134,475+125.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -16.22% | 42.03%-58.3pp | 24.61%-40.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $8,566 | $4,184+104.7% | $3,372+154.1% | $4,740+80.7% |
| Participant deferral / active EE | $11,629 | $5,588+108.1% | $4,625+151.4% | $6,400+81.7% |
| Admin fee / account holder | $34,208 | $9,323+266.9% | $7,339+366.1% | $11,426+199.4% |