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 | $250,924 | $138,065+81.7% | $123,544+103.1% | $135,375+85.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -3.76% | 153.68%-157.4pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,749 | $5,151-46.6% | $4,628-40.6% | $4,779-42.5% |
| Participant deferral / active EE | $6,197 | $6,799-8.9% | $6,426-3.6% | $5,609+10.5% |
| Admin fee / account holder | $61,872 | $10,916+466.8% | $9,284+566.5% | $10,827+471.5% |