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 | $292,977 | $138,065+112.2% | $123,544+137.1% | $135,375+116.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.77% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,184 | $5,151-38.2% | $4,628-31.2% | $4,779-33.4% |
| Participant deferral / active EE | $9,115 | $6,799+34.1% | $6,426+41.9% | $5,609+62.5% |
| Admin fee / account holder | $150,528 | $10,916+1279.0% | $9,284+1521.4% | $10,827+1290.3% |