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 | $407,933 | $138,065+195.5% | $123,544+230.2% | $135,375+201.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.26% | 153.68%-161.9pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,539 | $5,151-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $10,544 | $6,799+55.1% | $6,426+64.1% | $5,609+88.0% |
| Admin fee / account holder | $5,015 | $10,916-54.1% | $9,284-46.0% | $10,827-53.7% |