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 | $254,993 | $133,958+90.4% | $112,228+127.2% | $134,475+89.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -16.35% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,967 | $4,038-1.7% | $3,635+9.2% | $4,740-16.3% |
| Participant deferral / active EE | $8,425 | $5,291+59.2% | $4,728+78.2% | $6,400+31.6% |
| Admin fee / account holder | $2,492 | $7,489-66.7% | $6,410-61.1% | $11,426-78.2% |