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 | $418,328 | $142,344+193.9% | $119,609+249.7% | $134,475+211.1% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -5.07% | -12.44%+7.4pp | -14.97%+9.9pp | 417.96%-423.0pp |
| Employer contribution / active EE | $2,822 | $5,222-46.0% | $4,232-33.3% | $4,740-40.5% |
| Participant deferral / active EE | $7,440 | $6,469+15.0% | $5,602+32.8% | $6,400+16.3% |
| Admin fee / account holder | $1,958 | $13,584-85.6% | $10,323-81.0% | $11,426-82.9% |