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 | $289,841 | $167,307+73.2% | $143,757+101.6% | $134,475+115.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $10,502 | $5,619+86.9% | $4,951+112.1% | $4,740+121.6% |
| Participant deferral / active EE | $9,119 | $6,446+41.5% | $5,637+61.8% | $6,400+42.5% |
| Admin fee / account holder | $3,889 | $18,088-78.5% | $14,673-73.5% | $11,426-66.0% |