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 | $257,980 | $90,519+185.0% | $93,789+175.1% | $134,475+91.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -8.92% | -15.72%+6.8pp | -11.33%+2.4pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,034 | $4,343-53.2% | $4,323-53.0% | $4,740-57.1% |
| Participant deferral / active EE | $8,561 | $5,978+43.2% | $6,094+40.5% | $6,400+33.8% |
| Admin fee / account holder | $1,324 | $9,252-85.7% | $7,195-81.6% | $11,426-88.4% |