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 | $270,341 | $138,065+95.8% | $123,544+118.8% | $135,375+99.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -2.26% | 153.68%-155.9pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,838 | $5,151-44.9% | $4,628-38.7% | $4,779-40.6% |
| Participant deferral / active EE | $11,952 | $6,799+75.8% | $6,426+86.0% | $5,609+113.1% |
| Admin fee / account holder | $4,925 | $10,916-54.9% | $9,284-47.0% | $10,827-54.5% |