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 | $294,498 | $142,344+106.9% | $119,609+146.2% | $134,475+119.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.69% | -12.44%-7.3pp | -14.97%-4.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,571 | $5,222-12.5% | $4,232+8.0% | $4,740-3.6% |
| Participant deferral / active EE | $10,704 | $6,469+65.5% | $5,602+91.1% | $6,400+67.3% |
| Admin fee / account holder | $85,078 | $13,584+526.3% | $10,323+724.1% | $11,426+644.6% |