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 | $342,616 | $133,958+155.8% | $112,228+205.3% | $134,475+154.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -19.40% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $9,573 | $4,038+137.1% | $3,635+163.4% | $4,740+102.0% |
| Participant deferral / active EE | $8,163 | $5,291+54.3% | $4,728+72.6% | $6,400+27.5% |
| Admin fee / account holder | $4,203 | $7,489-43.9% | $6,410-34.4% | $11,426-63.2% |