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 | $324,530 | $90,519+258.5% | $93,789+246.0% | $134,475+141.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.89% | -15.72%-0.2pp | -11.33%-4.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,080 | $4,343-29.1% | $4,323-28.7% | $4,740-35.0% |
| Participant deferral / active EE | $17,663 | $5,978+195.4% | $6,094+189.8% | $6,400+176.0% |
| Admin fee / account holder | $18,431 | $9,252+99.2% | $7,195+156.2% | $11,426+61.3% |