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 | $272,653 | $97,757+178.9% | $83,848+225.2% | $135,375+101.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.63% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,304 | $4,222+144.1% | $3,631+183.8% | $4,779+115.6% |
| Participant deferral / active EE | $11,510 | $4,682+145.8% | $4,082+182.0% | $5,609+105.2% |
| Admin fee / account holder | $2,712 | $6,674-59.4% | $5,478-50.5% | $10,827-75.0% |