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 | $267,136 | $142,344+87.7% | $119,609+123.3% | $134,475+98.7% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -19.28% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $10,941 | $5,222+109.5% | $4,232+158.5% | $4,740+130.8% |
| Participant deferral / active EE | $6,500 | $6,469+0.5% | $5,602+16.0% | $6,400+1.6% |
| Admin fee / account holder | $5,172 | $13,584-61.9% | $10,323-49.9% | $11,426-54.7% |