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 | $273,084 | $138,065+97.8% | $123,544+121.0% | $135,375+101.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.02% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,642 | $5,151-48.7% | $4,628-42.9% | $4,779-44.7% |
| Participant deferral / active EE | $8,302 | $6,799+22.1% | $6,426+29.2% | $5,609+48.0% |
| Admin fee / account holder | $2,788 | $10,916-74.5% | $9,284-70.0% | $10,827-74.3% |