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 | $316,502 | $129,942+143.6% | $104,294+203.5% | $134,475+135.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.05% | 42.03%-54.1pp | 24.61%-36.7pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,138 | $4,184-48.9% | $3,372-36.6% | $4,740-54.9% |
| Participant deferral / active EE | $9,972 | $5,588+78.5% | $4,625+115.6% | $6,400+55.8% |
| Admin fee / account holder | $1,547 | $9,323-83.4% | $7,339-78.9% | $11,426-86.5% |