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 5-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 | $255,511 | $142,344+79.5% | $119,609+113.6% | $134,475+90.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.10% | -12.44%+1.3pp | -14.97%+3.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $13,603 | $5,222+160.5% | $4,232+221.4% | $4,740+187.0% |
| Participant deferral / active EE | $15,844 | $6,469+144.9% | $5,602+182.8% | $6,400+147.6% |
| Admin fee / account holder | $2,481 | $13,584-81.7% | $10,323-76.0% | $11,426-78.3% |