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 8-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 | $278,681 | $147,727+88.6% | $115,756+140.7% | $134,475+107.2% |
| Participation rate | 88.9% | 80.4%+8.4pp | 77.1%+11.8pp | 81.2%+7.7pp |
| Annual return | -16.86% | 73.96%-90.8pp | 143.14%-160.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,558 | $7,563-53.0% | $6,254-43.1% | $6,400-44.4% |
| Admin fee / account holder | $4,459 | $14,571-69.4% | $8,124-45.1% | $11,426-61.0% |