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 7-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 | $464,935 | $142,344+226.6% | $119,609+288.7% | $134,475+245.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $13,330 | $5,222+155.3% | $4,232+215.0% | $4,740+181.3% |
| Participant deferral / active EE | $10,830 | $6,469+67.4% | $5,602+93.3% | $6,400+69.2% |
| Admin fee / account holder | $4,385 | $13,584-67.7% | $10,323-57.5% | $11,426-61.6% |