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 | $319,247 | $142,344+124.3% | $119,609+166.9% | $134,475+137.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -12.53% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $15,001 | $5,222+187.3% | $4,232+254.5% | $4,740+216.5% |
| Participant deferral / active EE | $9,341 | $6,469+44.4% | $5,602+66.7% | $6,400+46.0% |
| Admin fee / account holder | $1,552 | $13,584-88.6% | $10,323-85.0% | $11,426-86.4% |