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 8-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 | $251,398 | $190,805+31.8% | $159,960+57.2% | $134,475+86.9% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -17.60% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,065 | $4,995-38.6% | $4,226-27.5% | $4,740-35.3% |
| Participant deferral / active EE | $15,286 | $6,923+120.8% | $6,182+147.2% | $6,400+138.8% |
| Admin fee / account holder | $22,056 | $10,471+110.6% | $8,698+153.6% | $11,426+93.0% |