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 | $391,099 | $142,344+174.8% | $119,609+227.0% | $134,475+190.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.85% | -12.44%+1.6pp | -14.97%+4.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $3,934 | $5,222-24.7% | $4,232-7.0% | $4,740-17.0% |
| Participant deferral / active EE | $18,177 | $6,469+181.0% | $5,602+224.5% | $6,400+184.0% |
| Admin fee / account holder | $4,270 | $13,584-68.6% | $10,323-58.6% | $11,426-62.6% |