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 | $293,559 | $180,449+62.7% | $154,107+90.5% | $135,375+116.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.21% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,983 | $6,035-50.6% | $5,298-43.7% | $4,779-37.6% |
| Participant deferral / active EE | $6,203 | $5,806+6.8% | $5,081+22.1% | $5,609+10.6% |
| Admin fee / account holder | $4,142 | $16,143-74.3% | $13,411-69.1% | $10,827-61.7% |