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 | $274,478 | $142,344+92.8% | $119,609+129.5% | $134,475+104.1% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -12.91% | -12.44%-0.5pp | -14.97%+2.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $6,272 | $5,222+20.1% | $4,232+48.2% | $4,740+32.3% |
| Participant deferral / active EE | $4,235 | $6,469-34.5% | $5,602-24.4% | $6,400-33.8% |
| Admin fee / account holder | $7,333 | $13,584-46.0% | $10,323-29.0% | $11,426-35.8% |