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 | $286,385 | $138,065+107.4% | $123,544+131.8% | $135,375+111.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.32% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,265 | $5,151-56.0% | $4,628-51.1% | $4,779-52.6% |
| Participant deferral / active EE | $9,086 | $6,799+33.6% | $6,426+41.4% | $5,609+62.0% |
| Admin fee / account holder | $5,492 | $10,916-49.7% | $9,284-40.8% | $10,827-49.3% |