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 | $417,226 | $142,344+193.1% | $119,609+248.8% | $134,475+210.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $7,715 | $5,222+47.7% | $4,232+82.3% | $4,740+62.8% |
| Participant deferral / active EE | $6,940 | $6,469+7.3% | $5,602+23.9% | $6,400+8.4% |
| Admin fee / account holder | $7,212 | $13,584-46.9% | $10,323-30.1% | $11,426-36.9% |