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 | $261,216 | $138,065+89.2% | $123,544+111.4% | $135,375+93.0% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -4.87% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,671 | $5,151-9.3% | $4,628+0.9% | $4,779-2.2% |
| Participant deferral / active EE | $9,124 | $6,799+34.2% | $6,426+42.0% | $5,609+62.7% |
| Admin fee / account holder | $78,641 | $10,916+620.4% | $9,284+747.1% | $10,827+626.3% |