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 | $402,754 | $138,065+191.7% | $123,544+226.0% | $135,375+197.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.25% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,933 | $5,151-23.6% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $8,275 | $6,799+21.7% | $6,426+28.8% | $5,609+47.5% |
| Admin fee / account holder | $7,584 | $10,916-30.5% | $9,284-18.3% | $10,827-29.9% |