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 | $571,673 | $142,344+301.6% | $119,609+378.0% | $134,475+325.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.59% | -12.44%+6.8pp | -14.97%+9.4pp | 417.96%-423.6pp |
| Employer contribution / active EE | $5,535 | $5,222+6.0% | $4,232+30.8% | $4,740+16.8% |
| Participant deferral / active EE | $4,000 | $6,469-38.2% | $5,602-28.6% | $6,400-37.5% |
| Admin fee / account holder | $12,941 | $13,584-4.7% | $10,323+25.4% | $11,426+13.3% |