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 | $449,494 | $138,065+225.6% | $123,544+263.8% | $135,375+232.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -4.45% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,964 | $5,151-23.1% | $4,628-14.4% | $4,779-17.1% |
| Participant deferral / active EE | $12,255 | $6,799+80.2% | $6,426+90.7% | $5,609+118.5% |
| Admin fee / account holder | $3,202 | $10,916-70.7% | $9,284-65.5% | $10,827-70.4% |