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 | $364,611 | $106,543+242.2% | $91,220+299.7% | $134,475+171.1% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -15.78% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,219 | $3,331+26.7% | $2,850+48.0% | $4,740-11.0% |
| Participant deferral / active EE | $9,238 | $4,719+95.8% | $4,234+118.2% | $6,400+44.3% |
| Admin fee / account holder | $21,334 | $6,231+242.4% | $5,420+293.6% | $11,426+86.7% |