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 | $278,079 | $147,167+89.0% | $111,392+149.6% | $135,375+105.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 78.9%+14.5pp | 82.6%+10.7pp |
| Annual return | -6.70% | -4.44%-2.3pp | -2.06%-4.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,298 | $5,204-17.4% | $4,328-0.7% | $4,779-10.1% |
| Participant deferral / active EE | $8,849 | $6,565+34.8% | $5,567+58.9% | $5,609+57.8% |
| Admin fee / account holder | $3,254 | $20,270-83.9% | $12,266-73.5% | $10,827-69.9% |