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 | $255,971 | $138,065+85.4% | $123,544+107.2% | $135,375+89.1% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -5.89% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,542 | $5,151-70.1% | $4,628-66.7% | $4,779-67.7% |
| Participant deferral / active EE | $8,502 | $6,799+25.0% | $6,426+32.3% | $5,609+51.6% |
| Admin fee / account holder | $12,996 | $10,916+19.1% | $9,284+40.0% | $10,827+20.0% |