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 | $336,309 | $138,065+143.6% | $123,544+172.2% | $135,375+148.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.25% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,362 | $5,151-54.2% | $4,628-49.0% | $4,779-50.6% |
| Participant deferral / active EE | $7,709 | $6,799+13.4% | $6,426+20.0% | $5,609+37.4% |
| Admin fee / account holder | $1,800 | $10,916-83.5% | $9,284-80.6% | $10,827-83.4% |