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 | $315,972 | $82,286+284.0% | $68,791+359.3% | $134,475+135.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -1.90% | -2.19%+0.3pp | -6.38%+4.5pp | 417.96%-419.9pp |
| Employer contribution / active EE | $1,409 | $3,301-57.3% | $2,655-46.9% | $4,740-70.3% |
| Participant deferral / active EE | $6,725 | $4,739+41.9% | $3,941+70.6% | $6,400+5.1% |
| Admin fee / account holder | $2,779 | $6,481-57.1% | $4,932-43.6% | $11,426-75.7% |