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 | $677,460 | $138,065+390.7% | $123,544+448.4% | $135,375+400.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -1.51% | 153.68%-155.2pp | 119.20%-120.7pp | 519.73%-521.2pp |
| Employer contribution / active EE | $3,648 | $5,151-29.2% | $4,628-21.2% | $4,779-23.7% |
| Participant deferral / active EE | $7,686 | $6,799+13.0% | $6,426+19.6% | $5,609+37.0% |
| Admin fee / account holder | $30,499 | $10,916+179.4% | $9,284+228.5% | $10,827+181.7% |