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 | $415,980 | $142,344+192.2% | $119,609+247.8% | $134,475+209.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.33% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $12,089 | $5,222+131.5% | $4,232+185.7% | $4,740+155.1% |
| Participant deferral / active EE | $12,923 | $6,469+99.8% | $5,602+130.7% | $6,400+101.9% |
| Admin fee / account holder | $3,560 | $13,584-73.8% | $10,323-65.5% | $11,426-68.8% |