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 | $309,701 | $138,044+124.3% | $125,339+147.1% | $134,475+130.3% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -13.12% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,362 | $5,243-35.9% | $4,814-30.2% | $4,740-29.1% |
| Participant deferral / active EE | $10,102 | $7,799+29.5% | $7,446+35.7% | $6,400+57.8% |
| Admin fee / account holder | $5,879 | $11,571-49.2% | $10,010-41.3% | $11,426-48.5% |