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 | $287,515 | $142,344+102.0% | $119,609+140.4% | $134,475+113.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | -12.44%-5.4pp | -14.97%-2.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $14,393 | $5,222+175.6% | $4,232+240.1% | $4,740+203.7% |
| Participant deferral / active EE | $6,697 | $6,469+3.5% | $5,602+19.5% | $6,400+4.6% |
| Admin fee / account holder | $7,961 | $13,584-41.4% | $10,323-22.9% | $11,426-30.3% |