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 | $459,281 | $142,344+222.7% | $119,609+284.0% | $134,475+241.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.83% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,178 | $5,222-20.0% | $4,232-1.3% | $4,740-11.9% |
| Participant deferral / active EE | $6,122 | $6,469-5.4% | $5,602+9.3% | $6,400-4.3% |
| Admin fee / account holder | $5,260 | $13,584-61.3% | $10,323-49.0% | $11,426-54.0% |