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 | $327,767 | $129,942+152.2% | $104,294+214.3% | $134,475+143.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | 42.03%-56.7pp | 24.61%-39.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,967 | $4,184-5.2% | $3,372+17.7% | $4,740-16.3% |
| Participant deferral / active EE | $10,842 | $5,588+94.0% | $4,625+134.4% | $6,400+69.4% |
| Admin fee / account holder | $5,823 | $9,323-37.5% | $7,339-20.7% | $11,426-49.0% |