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 | $266,040 | $142,344+86.9% | $119,609+122.4% | $134,475+97.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,150 | $5,222-1.4% | $4,232+21.7% | $4,740+8.7% |
| Participant deferral / active EE | $12,359 | $6,469+91.0% | $5,602+120.6% | $6,400+93.1% |
| Admin fee / account holder | $2,571 | $13,584-81.1% | $10,323-75.1% | $11,426-77.5% |