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 | $304,699 | $142,344+114.1% | $119,609+154.7% | $134,475+126.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -10.17% | -12.44%+2.3pp | -14.97%+4.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,632 | $5,222-49.6% | $4,232-37.8% | $4,740-44.5% |
| Participant deferral / active EE | $3,637 | $6,469-43.8% | $5,602-35.1% | $6,400-43.2% |
| Admin fee / account holder | $21,809 | $13,584+60.5% | $10,323+111.3% | $11,426+90.9% |