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 | $270,605 | $133,958+102.0% | $112,228+141.1% | $134,475+101.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -4.35% | 47.11%-51.5pp | 27.45%-31.8pp | 417.96%-422.3pp |
| Employer contribution / active EE | $16,500 | $4,038+308.6% | $3,635+354.0% | $4,740+248.1% |
| Participant deferral / active EE | $7,052 | $5,291+33.3% | $4,728+49.1% | $6,400+10.2% |
| Admin fee / account holder | $24,958 | $7,489+233.3% | $6,410+289.4% | $11,426+118.4% |