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 | $398,088 | $142,344+179.7% | $119,609+232.8% | $134,475+196.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -19.52% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $8,458 | $5,222+62.0% | $4,232+99.9% | $4,740+78.4% |
| Participant deferral / active EE | $13,104 | $6,469+102.6% | $5,602+133.9% | $6,400+104.8% |
| Admin fee / account holder | $6,522 | $13,584-52.0% | $10,323-36.8% | $11,426-42.9% |