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 | $290,652 | $107,791+169.6% | $90,645+220.6% | $135,375+114.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.55% | -0.90%-6.6pp | 1.88%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,810 | $3,018+26.2% | $2,532+50.5% | $4,779-20.3% |
| Participant deferral / active EE | $4,057 | $3,872+4.8% | $3,425+18.5% | $5,609-27.7% |
| Admin fee / account holder | $7,983 | $5,930+34.6% | $4,994+59.9% | $10,827-26.3% |