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 | $273,976 | $180,449+51.8% | $154,107+77.8% | $135,375+102.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -4.84% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,785 | $6,035-53.9% | $5,298-47.4% | $4,779-41.7% |
| Participant deferral / active EE | $9,207 | $5,806+58.6% | $5,081+81.2% | $5,609+64.2% |
| Admin fee / account holder | $10,345 | $16,143-35.9% | $13,411-22.9% | $10,827-4.5% |