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 | $285,604 | $138,065+106.9% | $123,544+131.2% | $135,375+111.0% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.76% | 153.68%-161.4pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,802 | $5,151+12.6% | $4,628+25.4% | $4,779+21.4% |
| Participant deferral / active EE | $12,205 | $6,799+79.5% | $6,426+89.9% | $5,609+117.6% |
| Admin fee / account holder | $34,075 | $10,916+212.2% | $9,284+267.0% | $10,827+214.7% |