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 | $317,170 | $73,004+334.5% | $90,749+249.5% | $68,494+363.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.77% | -13.81%+1.0pp | -12.16%-0.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,806 | $2,193+164.8% | $2,921+98.8% | $2,596+123.6% |
| Participant deferral / active EE | $9,645 | $3,627+165.9% | $4,564+111.3% | $4,027+139.5% |
| Admin fee / account holder | $175,864 | $5,896+2882.9% | $8,445+1982.6% | $5,403+3155.1% |