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 9-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 | $286,017 | $142,344+100.9% | $119,609+139.1% | $134,475+112.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | -12.44%-3.1pp | -14.97%-0.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,522 | $5,222-32.5% | $4,232-16.8% | $4,740-25.7% |
| Participant deferral / active EE | $17,863 | $6,469+176.1% | $5,602+218.9% | $6,400+179.1% |
| Admin fee / account holder | $5,651 | $13,584-58.4% | $10,323-45.3% | $11,426-50.5% |