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 | $429,598 | $81,900+424.5% | $119,609+259.2% | $68,494+527.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.48% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,150 | $2,693+91.2% | $4,232+21.7% | $2,596+98.3% |
| Participant deferral / active EE | $8,580 | $4,148+106.9% | $5,602+53.2% | $4,027+113.1% |
| Admin fee / account holder | $7,016 | $6,582+6.6% | $10,323-32.0% | $5,403+29.9% |