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 | $262,112 | $97,757+168.1% | $83,848+212.6% | $135,375+93.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -6.38% | 1287.37%-1293.7pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,642 | $4,222+9.9% | $3,631+27.8% | $4,779-2.9% |
| Participant deferral / active EE | $7,744 | $4,682+65.4% | $4,082+89.7% | $5,609+38.1% |
| Admin fee / account holder | $13,931 | $6,674+108.7% | $5,478+154.3% | $10,827+28.7% |