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 | $303,467 | $95,862+216.6% | $79,550+281.5% | $134,475+125.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -13.42% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $10,302 | $3,128+229.4% | $2,413+326.9% | $4,740+117.4% |
| Participant deferral / active EE | $8,370 | $4,693+78.4% | $3,985+110.0% | $6,400+30.8% |
| Admin fee / account holder | $9,583 | $9,126+5.0% | $6,832+40.3% | $11,426-16.1% |