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 | $329,558 | $180,449+82.6% | $154,107+113.8% | $135,375+143.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.60% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $9,743 | $6,035+61.4% | $5,298+83.9% | $4,779+103.9% |
| Participant deferral / active EE | $8,949 | $5,806+54.1% | $5,081+76.1% | $5,609+59.6% |
| Admin fee / account holder | $3,931 | $16,143-75.6% | $13,411-70.7% | $10,827-63.7% |