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 | $459,839 | $142,344+223.0% | $119,609+284.5% | $134,475+242.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,515 | $5,222+5.6% | $4,232+30.3% | $4,740+16.4% |
| Participant deferral / active EE | $23,817 | $6,469+268.1% | $5,602+325.1% | $6,400+272.2% |
| Admin fee / account holder | $29,393 | $13,584+116.4% | $10,323+184.7% | $11,426+157.2% |