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 | $413,745 | $88,594+367.0% | $70,092+490.3% | $134,475+207.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.38% | 442.67%-459.0pp | 190.73%-207.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $21,853 | $3,233+576.0% | $2,559+754.1% | $4,740+361.1% |
| Participant deferral / active EE | $7,053 | $4,772+47.8% | $3,849+83.2% | $6,400+10.2% |
| Admin fee / account holder | $4,498 | $10,441-56.9% | $6,267-28.2% | $11,426-60.6% |