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 | $556,799 | $105,860+426.0% | $90,749+513.6% | $134,475+314.1% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -15.82% | -11.01%-4.8pp | -12.16%-3.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,380 | $3,462-2.4% | $2,921+15.7% | $4,740-28.7% |
| Participant deferral / active EE | $10,558 | $5,216+102.4% | $4,564+131.3% | $6,400+65.0% |
| Admin fee / account holder | $115,621 | $13,938+729.6% | $8,445+1269.2% | $11,426+911.9% |