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 | $262,996 | $142,344+84.8% | $119,609+119.9% | $134,475+95.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.97% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,424 | $5,222-72.7% | $4,232-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $17,244 | $6,469+166.5% | $5,602+207.8% | $6,400+169.4% |
| Admin fee / account holder | $4,751 | $13,584-65.0% | $10,323-54.0% | $11,426-58.4% |