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 | $303,911 | $95,862+217.0% | $79,550+282.0% | $134,475+126.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.42% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $6,840 | $3,128+118.7% | $2,413+183.5% | $4,740+44.3% |
| Participant deferral / active EE | $4,161 | $4,693-11.3% | $3,985+4.4% | $6,400-35.0% |
| Admin fee / account holder | $6,644 | $9,126-27.2% | $6,832-2.8% | $11,426-41.9% |