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 | $284,645 | $142,344+100.0% | $119,609+138.0% | $134,475+111.7% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -15.04% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $9,545 | $5,222+82.8% | $4,232+125.6% | $4,740+101.4% |
| Participant deferral / active EE | $6,859 | $6,469+6.0% | $5,602+22.4% | $6,400+7.2% |
| Admin fee / account holder | $2,266 | $13,584-83.3% | $10,323-78.1% | $11,426-80.2% |