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 | $261,025 | $81,900+218.7% | $119,609+118.2% | $68,494+281.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.68% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,397 | $2,693+63.2% | $4,232+3.9% | $2,596+69.4% |
| Participant deferral / active EE | $7,287 | $4,148+75.7% | $5,602+30.1% | $4,027+80.9% |
| Admin fee / account holder | $46,673 | $6,582+609.1% | $10,323+352.1% | $5,403+763.9% |