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 | $354,063 | $82,664+328.3% | $125,339+182.5% | $68,494+416.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -12.11% | -5.97%-6.1pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,695 | $3,381+38.9% | $4,814-2.5% | $2,596+80.9% |
| Participant deferral / active EE | $9,669 | $6,110+58.2% | $7,446+29.9% | $4,027+140.1% |
| Admin fee / account holder | $4,289 | $6,275-31.7% | $10,010-57.2% | $5,403-20.6% |