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 | $928,109 | $142,344+552.0% | $119,609+676.0% | $134,475+590.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,403 | $5,222-34.8% | $4,232-19.6% | $4,740-28.2% |
| Participant deferral / active EE | $8,501 | $6,469+31.4% | $5,602+51.8% | $6,400+32.8% |
| Admin fee / account holder | $4,952 | $13,584-63.5% | $10,323-52.0% | $11,426-56.7% |