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 | $251,793 | $180,449+39.5% | $154,107+63.4% | $135,375+86.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.91% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,886 | $6,035-52.2% | $5,298-45.5% | $4,779-39.6% |
| Participant deferral / active EE | $5,862 | $5,806+1.0% | $5,081+15.4% | $5,609+4.5% |
| Admin fee / account holder | $13,623 | $16,143-15.6% | $13,411+1.6% | $10,827+25.8% |