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 | $273,562 | $138,065+98.1% | $123,544+121.4% | $135,375+102.1% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -5.53% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,904 | $5,151-4.8% | $4,628+6.0% | $4,779+2.6% |
| Participant deferral / active EE | $10,619 | $6,799+56.2% | $6,426+65.3% | $5,609+89.3% |
| Admin fee / account holder | $1,679 | $10,916-84.6% | $9,284-81.9% | $10,827-84.5% |