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 | $272,195 | $133,958+103.2% | $112,228+142.5% | $134,475+102.4% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -15.82% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,190 | $4,038-21.0% | $3,635-12.2% | $4,740-32.7% |
| Participant deferral / active EE | $7,219 | $5,291+36.4% | $4,728+52.7% | $6,400+12.8% |
| Admin fee / account holder | $24,596 | $7,489+228.5% | $6,410+283.7% | $11,426+115.3% |