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 | $258,000 | $142,344+81.3% | $119,609+115.7% | $134,475+91.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.71% | -12.44%-6.3pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,561 | $5,222-70.1% | $4,232-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $4,554 | $6,469-29.6% | $5,602-18.7% | $6,400-28.8% |
| Admin fee / account holder | $1,279 | $13,584-90.6% | $10,323-87.6% | $11,426-88.8% |