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 | $447,550 | $142,344+214.4% | $119,609+274.2% | $134,475+232.8% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -17.73% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,819 | $5,222+11.4% | $4,232+37.5% | $4,740+22.8% |
| Participant deferral / active EE | $15,954 | $6,469+146.6% | $5,602+184.8% | $6,400+149.3% |
| Admin fee / account holder | $2,647 | $13,584-80.5% | $10,323-74.4% | $11,426-76.8% |