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 | $402,811 | $138,044+191.8% | $125,339+221.4% | $134,475+199.5% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -14.67% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $9,729 | $5,243+85.5% | $4,814+102.1% | $4,740+105.3% |
| Participant deferral / active EE | $7,217 | $7,799-7.5% | $7,446-3.1% | $6,400+12.8% |
| Admin fee / account holder | $33,245 | $11,571+187.3% | $10,010+232.1% | $11,426+191.0% |