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 | $288,002 | $91,911+213.3% | $68,793+318.6% | $135,375+112.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.47% | -8.22%+3.7pp | -4.63%+0.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,443 | $3,924+13.2% | $2,625+69.3% | $4,779-7.0% |
| Participant deferral / active EE | $11,286 | $4,315+161.5% | $3,311+240.9% | $5,609+101.2% |
| Admin fee / account holder | $2,826 | $9,240-69.4% | $5,131-44.9% | $10,827-73.9% |