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 | $290,199 | $138,065+110.2% | $123,544+134.9% | $135,375+114.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -6.45% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,676 | $5,151-48.1% | $4,628-42.2% | $4,779-44.0% |
| Participant deferral / active EE | $5,907 | $6,799-13.1% | $6,426-8.1% | $5,609+5.3% |
| Admin fee / account holder | $6,216 | $10,916-43.1% | $9,284-33.0% | $10,827-42.6% |