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 | $285,926 | $81,900+249.1% | $119,609+139.1% | $68,494+317.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.39% | -23.82%+8.4pp | -14.97%-0.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,328 | $2,693+209.2% | $4,232+96.8% | $2,596+220.8% |
| Participant deferral / active EE | $5,140 | $4,148+23.9% | $5,602-8.2% | $4,027+27.6% |
| Admin fee / account holder | $5,483 | $6,582-16.7% | $10,323-46.9% | $5,403+1.5% |