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 | $291,332 | $142,344+104.7% | $119,609+143.6% | $134,475+116.6% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -13.53% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $5,143 | $5,222-1.5% | $4,232+21.5% | $4,740+8.5% |
| Participant deferral / active EE | $2,041 | $6,469-68.5% | $5,602-63.6% | $6,400-68.1% |
| Admin fee / account holder | $10,172 | $13,584-25.1% | $10,323-1.5% | $11,426-11.0% |