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 | $268,321 | $95,971+179.6% | $74,550+259.9% | $135,375+98.2% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | -5.03% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,347 | $2,716+170.5% | $1,961+274.7% | $4,779+53.7% |
| Participant deferral / active EE | $10,079 | $3,843+162.2% | $3,108+224.3% | $5,609+79.7% |
| Admin fee / account holder | $5,742 | $6,522-12.0% | $5,060+13.5% | $10,827-47.0% |