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 9-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 | $296,199 | $64,707+357.8% | $112,228+163.9% | $68,494+332.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.61% | -11.40%+0.8pp | 27.45%-38.1pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,501 | $2,746-8.9% | $3,635-31.2% | $2,596-3.7% |
| Participant deferral / active EE | $5,857 | $3,565+64.3% | $4,728+23.9% | $4,027+45.4% |
| Admin fee / account holder | $4,534 | $5,232-13.3% | $6,410-29.3% | $5,403-16.1% |